# People'S Trust Insurance Co. 401(k) Plan
Source: https://planprovider.pro/companies/people-s-trust-insurance-co-401k-plan

> People'S Trust Insurance Co.'s 401(k) plan: 312 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** People'S Trust Insurance Co.

- **Sponsor EIN:** 261716465

- **Sponsor Address:** 18 PEOPLE'S TRUST WAY, DEERFIELD BEACH, FL, 33441

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

- **Total Participants:** 312

- **Total Assets:** $19.9M

## 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|312|$19.9M|$334,821|$1.7M|

| 2023|395|$17.6M|$442,592|$1.8M|

| 2022|343|$15.0M|$379,634|$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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$79,388|—|$79,388|

| PREFERRED PRODUCT NETWORK INC|BROKER/ADVISER|—|$35,032|$35,032|

| THOMAS HOWELL FERFUSON P.A.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THOMAS HOWELL FERFUSON P.A.](https://planprovider.pro/provider/thomas-howell-ferguson-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $114,420

- **Estimated Expense Ratio:** 0.574% 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|$81,029|$1,641|—|—|—|

| 2023|$63,170|—|—|—|—|

| 2022|$69,713|$51,572|$18,092|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/people-s-trust-insurance-co-401k-plan)

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