Plan Snapshot
- Plan Sponsor: Europ Assistance North America, INC
- Sponsor EIN: 770722182
- Sponsor Address: 880 SW 145TH AVENUE SUITE 400, PEMBROKE PINES, FL, 33027
- Plan Type: 401(k)
- Total Participants: 957
- Total Assets: $76.6M
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 | 957 | $76.6M | $3.4M | $5.6M |
| 2023 | 867 | $63.9M | $3.2M | $5.2M |
| 2022 | 838 | $49.2M | $2.7M | $4.3M |
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 |
|---|---|---|---|---|
| MMA SECURITIES | ADVISOR | $95,161 | — | $95,161 |
| ERP NATIONAL LLC | PLAN ADMINISTRATOR | $51,831 | — | $51,831 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $47,008 | — | $47,008 |
| STRATEGIC ADVISORS | ADVISOR | $13,463 | — | $13,463 |
| DUFFY KRUSPODIN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- DUFFY KRUSPODIN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $207,463
- Estimated Expense Ratio: 0.271% 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 | $261,597 | $261,597 | — | — | — |
| 2023 | $212,985 | $212,985 | — | — | — |
| 2022 | $151,070 | $151,070 | — | — | — |