# Privilege Underwriters, INC. 401(k) Plan
Source: https://planprovider.pro/companies/privilege-underwriters-inc-401k-plan

> Privilege Underwriters, INC.'s 401(k) plan: 1,133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Privilege Underwriters, INC.

- **Sponsor EIN:** 841699173

- **Sponsor Address:** 44 S. BROADWAY, SUITE 301, WHITE PLAINS, NY, 10601

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

- **Total Participants:** 1,133

- **Total Assets:** $169.2M

## 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|1,133|$169.2M|$6.9M|$12.4M|

| 2023|1,089|$135.9M|$6.4M|$11.7M|

| 2022|1,053|$99.9M|$5.8M|$10.4M|

## 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|

| PARK AVENUE SECURITIES|ADVISOR|$100,299|—|$100,299|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$83,590|—|$83,590|

| EISNERAMPER LLP|ACCOUNTANT/AUDITOR|$33,075|—|$33,075|

### Verified Provider Profiles

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

- [PARK AVENUE SECURITIES](https://planprovider.pro/provider/park-avenue-securities-llc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [EISNERAMPER LLP](https://planprovider.pro/provider/eisneramper-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $216,964

- **Estimated Expense Ratio:** 0.128% 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|$216,964|$100,299|—|$33,075|—|

| 2023|$177,771|$75,922|$600|$31,500|—|

| 2022|$49,988|—|—|—|—|

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

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