Plan Snapshot
- Plan Sponsor: Secura Insurance Company
- Sponsor EIN: 390355180
- Sponsor Address: 1500 MUTUAL WAY, NEENAH, WI, 54956
- Plan Type: 401(k)
- Total Participants: 1,063
- Total Assets: $192.7M
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 | 1,063 | $192.7M | $4.6M | $9.5M |
| 2023 | 1,108 | $170.7M | $4.3M | $8.8M |
| 2022 | 1,063 | $138.9M | $3.7M | $8.2M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $47,903 | — | $47,903 |
| VANGUARD ADVISERS INC. | NONE | $39,137 | — | $39,137 |
| CLIFTON LARSON ALLEN LLP | NONE | $13,125 | — | $13,125 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- VANGUARD ADVISERS INC. — NONE
- CLIFTON LARSON ALLEN LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,165
- Estimated Expense Ratio: 0.052% 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 | $97,605 | — | — | — | — |
| 2023 | $71,860 | — | — | — | — |
| 2022 | $78,183 | — | — | — | — |