# M3 Insurance Solutions, INC. 401(k) Plan
Source: https://planprovider.pro/companies/m3-insurance-solutions-inc-401k-plan

> M3 Insurance Solutions, INC.'s 401(k) plan: 468 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** M3 Insurance Solutions, INC.

- **Sponsor EIN:** 391141360

- **Sponsor Address:** 828 JOHN NOLEN DRIVE,, MADISON, WI, 53713

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

- **Total Participants:** 468

- **Total Assets:** $116.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|468|$116.7M|$4.3M|$4.8M|

| 2023|424|$98.0M|$3.6M|$4.4M|

| 2022|388|$85.0M|$3.4M|$3.8M|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$49,708|$129|$49,837|

| BAKER TILLY US, LLP|AUDITOR|$14,275|—|$14,275|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $64,112

- **Estimated Expense Ratio:** 0.055% 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|$63,979|—|$63,329|—|—|

| 2023|$54,557|—|$54,057|—|—|

| 2022|$69,709|—|—|—|—|

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