# Europ Assistance North America, INC 401(k) Plan
Source: https://planprovider.pro/companies/europ-assistance-north-america-inc-401k-plan

> Europ Assistance North America, INC's 401(k) plan: 957 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [DUFFY KRUSPODIN, LLP](https://planprovider.pro/provider/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|—|—|—|

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