# E-Telequote Insurance, INC. 401(k) Plan
Source: https://planprovider.pro/companies/e-telequote-insurance-inc-401k-plan

> E-Telequote Insurance, INC.'s 401(k) plan: 528 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** E-Telequote Insurance, INC.

- **Sponsor EIN:** 202312336

- **Sponsor Address:** 222 W MERCHANDISE MART, CHICAGO, IL, 60654

- **Plan Type:** 401(k)

- **Total Participants:** 528

- **Total Assets:** $4.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|528|$4.9M|$336,319|$680,004|

| 2023|567|$3.8M|$302,483|$605,476|

| 2022|397|$2.8M|$314,433|$660,990|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| THE VANGUARD GROUP, INC.|NONE|$22,606|—|$22,606|

| H2R CPA|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [H2R CPA](https://planprovider.pro/provider/h2r-cpa) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $22,606

- **Estimated Expense Ratio:** 0.457% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$22,606|—|$22,606|—|—|

| 2023|$13,533|—|$13,533|—|—|

| 2022|$23,356|—|$23,356|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/e-telequote-insurance-inc-401k-plan)

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