# Kin Insurance 401(k) Plan
Source: https://planprovider.pro/companies/kin-insurance-401k-plan

> Kin Insurance's 401(k) plan: 679 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kin Insurance

- **Sponsor EIN:** 813300698

- **Sponsor Address:** 222 W. MERCHANDISE MART PLAZA, CHICAGO, IL, 60654

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

- **Total Participants:** 679

- **Total Assets:** $20.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|679|$20.9M|$2.0M|$4.6M|

| 2023|477|$12.3M|$1.4M|$3.3M|

| 2022|283|$4.6M|$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|

| CREATIVE PLANNING|RETAINED BY PLAN SPONSOR|$57,008|—|$57,008|

| JOHN HANCOCK RETIREMENT PLAN SVCS|RETAINED BY PLAN SPONSOR|$52,375|—|$52,375|

| CHERRY BEKAERT|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CREATIVE PLANNING](https://planprovider.pro/provider/creative-planning) — RETAINED BY PLAN SPONSOR

- [JOHN HANCOCK RETIREMENT PLAN SVCS](https://planprovider.pro/provider/john-hancock) — RETAINED BY PLAN SPONSOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $109,383

- **Estimated Expense Ratio:** 0.522% 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|$109,383|$57,008|$52,375|—|—|

| 2023|$50,571|$27,821|$22,750|—|—|

| 2022|$21,360|—|$21,360|—|—|

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