Plan Snapshot
- Plan Sponsor: Munich American Reassurance Company
- Sponsor EIN: 580828824
- Sponsor Address: 3500 LENOX ROAD SUITE 900, ATLANTA, GA, 30326
- Plan Type: 401(k)
- Total Participants: 298
- Total Assets: $93.8M
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 | 298 | $93.8M | $2.9M | $5.4M |
| 2023 | 292 | $77.8M | $2.4M | $4.3M |
| 2022 | 274 | $67.9M | $2.1M | $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 |
|---|---|---|---|---|
| CARR, RIGGS & INGRAM, LLC | Auditor | $17,600 | — | $17,600 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,600
- Estimated Expense Ratio: 0.019% 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 | $95,620 | $20,492 | — | $17,600 | — |
| 2023 | $107,759 | $43,406 | — | $16,000 | — |
| 2022 | $120,478 | — | $120,478 | — | — |