# Insero & Co. Cpas, LLP 401(k) Plan
Source: https://planprovider.pro/companies/insero-co-cpas-llp-401k-plan

> Insero & Co. Cpas, LLP's 401(k) plan: 131 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Insero & Co. Cpas, LLP

- **Sponsor EIN:** 475324570

- **Sponsor Address:** 300 CLINTON SQUARE, ROCHESTER, NY, 14604

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

- **Total Participants:** 131

- **Total Assets:** $25.6M

## 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|131|$25.6M|$337,829|$1.6M|

| 2023|139|$21.4M|$370,855|$1.5M|

| 2022|139|$18.7M|$328,733|$1.3M|

## 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|

| USI CONSULTING GROUP, INC.|RECORDKEEPER|$49,122|—|$49,122|

| BAM ADVISOR SERVICES|ADVISOR|$35,599|—|$35,599|

| JEFFREY L. OFFHAUS CPA, LLC|AUDITOR|$9,875|—|$9,875|

| NEWPORT GROUP|TRUSTEE|$6,189|—|$6,189|

| ALERA INVESTMENT ADVISORS LLC|ADVISOR|$6,137|—|$6,137|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$5,023|—|$5,023|

### Verified Provider Profiles

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

- [JEFFREY L. OFFHAUS CPA, LLC](https://planprovider.pro/provider/jeffrey-l-offhaus-cpa-llc) — AUDITOR

- [ALERA INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/alera-investment-advisors-llc) — ADVISOR

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $111,945

- **Estimated Expense Ratio:** 0.437% 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|$111,950|$41,741|—|$9,875|—|

| 2023|$135,947|$58,284|—|$9,600|—|

| 2022|$132,800|$58,331|$62,398|—|$7,850|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/insero-co-cpas-llp-401k-plan)

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