# Hiscox INC. 401(k) Plan
Source: https://planprovider.pro/companies/hiscox-inc-401k-plan

> Hiscox INC.&#39;s 401(k) plan: 482 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hiscox INC.

- **Sponsor EIN:** 203195018

- **Sponsor Address:** 1133 WESTCHESTER AVENUE, WHITE PLAINS, NY, 10604

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

- **Total Participants:** 482

- **Total Assets:** $82.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|482|$82.1M|$2.3M|$6.2M|

| 2023|515|$71.5M|$5.6M|$5.9M|

| 2022|547|$55.9M|$2.1M|$5.1M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$78,072|—|$78,072|

| CETERA INVESTMENT ADVISORS LLC|ADVISOR|$66,501|—|$66,501|

| STRATEGIC ADVISORS, INC.|ADVISOR|$7,569|—|$7,569|

| PKF O'CONNOR DAVIES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [PKF O'CONNOR DAVIES, LLP](https://planprovider.pro/provider/bpas) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $152,142

- **Estimated Expense Ratio:** 0.185% 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|$152,026|$73,954|—|—|—|

| 2023|$60,082|$15,770|—|—|—|

| 2022|$22,786|—|—|—|—|

## Similar Plans

- [Lawley, LLC](https://planprovider.pro/companies/lawley-llc-401k-plan) — 568 participants

- [Fetch, INC.](https://planprovider.pro/companies/fetch-inc-401k-plan) — 308 participants

- [Allied World Assurance Company (U.S.) INC.](https://planprovider.pro/companies/allied-world-assurance-company-u-s-inc-401k-plan) — 884 participants

- [Jencap Group](https://planprovider.pro/companies/jencap-group-401k-plan) — 1,128 participants

- [Privilege Underwriters, INC.](https://planprovider.pro/companies/privilege-underwriters-inc-401k-plan) — 1,133 participants

- [C.V. Starr & Company, INC.](https://planprovider.pro/companies/c-v-starr-company-inc-plan) — 1,662 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hiscox-inc-401k-plan)

&copy; 2026 PlanProvider.Pro
