# Insurance Resources International, INC. 401(k) Plan
Source: https://planprovider.pro/companies/insurance-resources-international-inc-401k-plan

> Insurance Resources International, INC.'s 401(k) plan: 215 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Insurance Resources International, INC.

- **Sponsor EIN:** 463509307

- **Sponsor Address:** 9855 WEST 78TH STREET SUITE 100, EDEN PRAIRIE, MN, 55344

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

- **Total Participants:** 215

- **Total Assets:** $45.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|215|$45.2M|$0|$1.9M|

| 2023|202|$41.5M|$0|$1.7M|

| 2022|205|$39.3M|$0|$1.6M|

## 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|

| FROEHLING ANDERSON|Auditor|—|—|$0|

## 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|$30,262|$3,960|—|—|—|

| 2023|$23,613|$1,420|—|—|—|

| 2022|$21,916|$21,118|$778|—|—|

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