# Kingsway America INC. 401(k) Plan
Source: https://planprovider.pro/companies/kingsway-america-inc-401k-plan

> Kingsway America INC.'s 401(k) plan: 381 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kingsway America INC.

- **Sponsor EIN:** 980180930

- **Sponsor Address:** 10 SOUTH RIVERSIDE PLAZA, CHICAGO, IL, 60606

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

- **Total Participants:** 381

- **Total Assets:** $42.5M

## 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|381|$42.5M|$528,097|$2.0M|

| 2023|237|$36.2M|$445,960|$1.7M|

| 2022|232|$30.1M|$475,707|$2.0M|

## 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|

| USI ADVISORS INC|ADVISOR|$37,000|—|$37,000|

| STRATEGIC ADVISORS, INC.|ADVISOR|$7,218|—|$7,218|

| PLANTE & MORAN|PLAN SPONSOR|$5,000|—|$5,000|

| PLANTE & MORAN, PLLC|Auditor|$5,000|—|$5,000|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [PLANTE & MORAN](https://planprovider.pro/provider/plante-and-moran-pllc) — PLAN SPONSOR

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $54,218

- **Estimated Expense Ratio:** 0.128% 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|$52,305|$44,218|—|$5,000|—|

| 2023|$49,140|$43,167|—|$3,400|—|

| 2022|$48,422|$7,100|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kingsway-america-inc-401k-plan)

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