# Integrated Specialty Coverages, LLC DC Plan
Source: https://planprovider.pro/companies/integrated-specialty-coverages-llc-plan-001

> Integrated Specialty Coverages, LLC's DC plan: 336 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Integrated Specialty Coverages, LLC

- **Sponsor EIN:** 831871538

- **Sponsor Address:** 1811 ASTON AVENUE, SUITE 200, CARLSBAD, CA, 92008

- **Plan Type:** DC

- **Total Participants:** 336

- **Total Assets:** $20.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|336|$20.6M|$1.1M|$2.2M|

| 2023|318|$15.4M|$853,873|$1.7M|

| 2022|259|$2.4M|$659,711|$1.1M|

## 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|

| PRIVATE ADVISOR GROUP LLC|INVESTMENT ADVISOR|$39,765|—|$39,765|

| ECONOMIC GROUP PENSION SERVICES|CONTRACT ADMINISTRATOR|$5,420|—|$5,420|

| LARSON & COMPANY PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LARSON & COMPANY PC](https://planprovider.pro/provider/larson-and-company-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $45,185

- **Estimated Expense Ratio:** 0.219% 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|$4,573|—|$4,573|—|—|

| 2023|$431|—|$431|—|—|

| 2022|$56|—|$56|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/integrated-specialty-coverages-llc-plan-001)

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