Plan Snapshot
- Plan Sponsor: Acrisure Mortgage LLC
- Sponsor EIN: 203702275
- Sponsor Address: 189 SOUTH ORANGE AVENUE SUITE 970, ORLANDO, FL, 32801
- Plan Type: 401(k)
- Total Participants: 752
- Total Assets: $53.0M
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 | 752 | $53.0M | $1.3M | $4.6M |
| 2023 | 659 | $51.0M | $1.3M | $4.8M |
| 2022 | 657 | $43.5M | $1.9M | $5.9M |
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 |
|---|---|---|---|---|
| RICHEY, MAY & CO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RICHEY, MAY & CO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $185,130 | $118,942 | — | — | — |
| 2023 | $156,222 | $156,222 | — | — | — |
| 2022 | $151,266 | — | — | — | — |