# Ia American Warranty, LP 401(k) Plan
Source: https://planprovider.pro/companies/ia-american-warranty-lp-401k-plan

> Ia American Warranty, LP's 401(k) plan: 643 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ia American Warranty, LP

- **Sponsor EIN:** 200320671

- **Sponsor Address:** 8201 N FM 620 SUITE 100, AUSTIN, TX, 78726

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

- **Total Participants:** 643

- **Total Assets:** $49.2M

## 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|643|$49.2M|$1.7M|$3.3M|

| 2023|727|$45.2M|$1.8M|$3.5M|

| 2022|695|$38.3M|$1.7M|$3.4M|

## 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|

| NFP RETIREMENT INC|INVESTMENT ADVISOR|$114,834|—|$114,834|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$62,618|—|$62,618|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$34,533|—|$34,533|

| SCOTT MILLER CPA & ASSOCIATES, PC|Auditor|$31,950|—|$31,950|

| ARMANINO LLP|AUDITOR|$19,950|—|$19,950|

| SCOTT MILLER CPA & ASSOCIATES INC|AUDITOR|$12,000|—|$12,000|

### Verified Provider Profiles

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

- [SCOTT MILLER CPA & ASSOCIATES, PC](https://planprovider.pro/provider/scott-miller-cpa-and-associates-inc) — Auditor

- [ARMANINO LLP](https://planprovider.pro/provider/armanino-llp) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $275,885

- **Estimated Expense Ratio:** 0.561% 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|$243,935|$149,142|—|$31,950|—|

| 2023|$197,242|$127,856|—|$10,500|—|

| 2022|$192,919|$134,861|$58,058|—|—|

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