Plan Snapshot
- Plan Sponsor: Insurity, LLC.
- Sponsor EIN: 371651334
- Sponsor Address: 170 HUYSHOPE AVE, HARTFORD, CT, 061062817
- Plan Type: 401(k)
- Total Participants: 642
- Total Assets: $158.1M
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 | 642 | $158.1M | $3.1M | $7.7M |
| 2023 | 662 | $140.5M | $3.0M | $7.5M |
| 2022 | 685 | $116.8M | $2.8M | $7.8M |
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 | $127,145 | — | $127,145 |
| RBC CAPITAL MARKETS LLC | INVESTMENT ADVISORY | $79,998 | $4 | $80,002 |
| COHNREZNICK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC CAPITAL MARKETS LLC — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $207,147
- Estimated Expense Ratio: 0.131% 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 | $207,143 | $79,998 | $127,145 | — | — |
| 2023 | $216,713 | $79,894 | $136,819 | — | — |
| 2022 | $217,154 | $79,952 | $137,202 | — | — |