# Equitrust Life Insurance Company 401(k) Plan
Source: https://planprovider.pro/companies/equitrust-life-insurance-company-401k-plan

> Equitrust Life Insurance Company's 401(k) plan: 490 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Equitrust Life Insurance Company

- **Sponsor EIN:** 421468417

- **Sponsor Address:** 222 W. ADAMS STREET, SUITE 2150, CHICAGO, IL, 60606

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

- **Total Participants:** 490

- **Total Assets:** $34.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|490|$34.9M|$1.7M|$3.2M|

| 2023|380|$24.7M|$1.3M|$2.5M|

| 2022|260|$17.5M|$930,907|$2.1M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES, IN|NONE|$8,334|—|$8,334|

| MILLERCOOPER|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES, IN](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MILLERCOOPER](https://planprovider.pro/provider/miller-cooper-and-co-ltd) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,334

- **Estimated Expense Ratio:** 0.024% 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|$8,410|$1,966|—|—|—|

| 2023|$4,650|$1,006|—|—|—|

| 2022|$6,564|$3,026|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/equitrust-life-insurance-company-401k-plan)

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