Plan Snapshot
- Plan Sponsor: Londen Insurance Group, INC.
- Sponsor EIN: 860182559
- Sponsor Address: 4343 E. CAMELBACK ROAD, PHOENIX, AZ, 85018
- Plan Type: 401(k)
- Total Participants: 364
- Total Assets: $53.0M
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 | 364 | $53.0M | $1.7M | $2.2M |
| 2023 | 370 | $48.3M | $1.7M | $2.1M |
| 2022 | 368 | $42.3M | $1.6M | $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 |
|---|---|---|---|---|
| DWC | 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 | $95,030 | — | $95,030 | — | — |
| 2023 | $101,590 | — | $101,590 | — | — |
| 2022 | $96,531 | — | $96,531 | — | — |