# Elephant Insurance Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/elephant-insurance-services-llc-401k-plan

> Elephant Insurance Services, LLC's 401(k) plan: 415 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Elephant Insurance Services, LLC

- **Sponsor EIN:** 320257234

- **Sponsor Address:** PO BOX 500, GLEN ALLEN, VA, 230585005

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

- **Total Participants:** 415

- **Total Assets:** $39.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|415|$39.7M|$1.2M|$2.6M|

| 2023|504|$34.0M|$1.7M|$2.6M|

| 2022|578|$28.8M|$1.6M|$2.7M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$106,655|—|$106,655|

| SAGEVIEW|INVESTMENT ADVISORY|$7,500|—|$7,500|

| BROWN EDWARDS & COMPANY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SAGEVIEW](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISORY

- [BROWN EDWARDS & COMPANY LLP](https://planprovider.pro/provider/brown-edwards-and-company-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $114,155

- **Estimated Expense Ratio:** 0.287% 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|$114,155|$7,500|$106,655|—|—|

| 2023|$108,736|—|$108,736|—|—|

| 2022|$101,679|—|$101,679|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/elephant-insurance-services-llc-401k-plan)

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