# Primerica, INC. 401(k) Plan
Source: https://planprovider.pro/companies/primerica-inc-401k-plan

> Primerica, INC.'s 401(k) plan: 2,054 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/windham-brannon-llc) — 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|—|—|

## Similar Plans

- [Mag Mutual Insurance Company](https://planprovider.pro/companies/mag-mutual-insurance-company-401k-plan) — 426 participants

- [Bankers Financial Corporation](https://planprovider.pro/companies/bankers-financial-corporation-401k-plan) — 413 participants

- [Steamboat Is, INC.](https://planprovider.pro/companies/breckenridge-is-inc-401k-plan) — 317 participants

- [Pointenorth Insurance Group, LLC](https://planprovider.pro/companies/pointenorth-insurance-group-llc-401k-plan) — 227 participants

- [Business Owner'S Liability Team, LLC](https://planprovider.pro/companies/business-owners-liability-team-401k-plan) — 166 participants

- [Embark Corporate Services, LLC](https://planprovider.pro/companies/embark-corporate-services-llc-401k-plan) — 141 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/primerica-inc-401k-plan)

© 2026 PlanProvider.Pro