Plan Snapshot
- Plan Sponsor: Primerica, INC.
- Sponsor EIN: 271204330
- Sponsor Address: 1 PRIMERICA PARKWAY, DULUTH, GA, 30099
- Plan Type: 401(k)
- Total Participants: 2,054
- Total Assets: $336.2M
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 | 2,054 | $336.2M | $12.5M | $16.2M |
| 2023 | 2,061 | $292.6M | $11.2M | $16.5M |
| 2022 | 1,991 | $241.3M | $7.4M | $15.3M |
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 |
|---|---|---|---|---|
| WINDHAM BRANNON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON — Auditor
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 | $65,733 | $48,540 | — | — | — |
| 2023 | $47,100 | $29,984 | — | — | — |
| 2022 | $68,788 | $19,097 | $49,691 | — | — |