# Insurance Office Of America, INC. 401(k) Plan
Source: https://planprovider.pro/companies/insurance-office-of-america-inc-401k-plan

> Insurance Office Of America, INC.'s 401(k) plan: 1,227 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Insurance Office Of America, INC.

- **Sponsor EIN:** 592472656

- **Sponsor Address:** 1855 WEST STATE ROAD 434, LONGWOOD, FL, 32750

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

- **Total Participants:** 1,227

- **Total Assets:** $84.1M

## 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|1,227|$84.1M|$1.7M|$7.9M|

| 2023|1,174|$69.7M|$1.5M|$6.9M|

| 2022|1,093|$55.4M|$1.4M|$6.0M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$216,546|—|$216,546|

| AMERIPRISE FINANCIAL SERVICES LLC.|INVESTMENT ADVISORY|—|$57,479|$57,479|

| CARR, RIGGS, AND INGRAM LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [AMERIPRISE FINANCIAL SERVICES LLC.](https://planprovider.pro/provider/ameriprise-financial-services-llc) — INVESTMENT ADVISORY

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $274,025

- **Estimated Expense Ratio:** 0.326% 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|$216,547|—|$216,547|—|—|

| 2023|$173,138|—|$173,138|—|—|

| 2022|$155,943|—|$155,943|—|—|

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