# Secura Insurance Company 401(k) Plan
Source: https://planprovider.pro/companies/secura-insurance-company-401k-plan

> Secura Insurance Company&#39;s 401(k) plan: 1,063 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [VANGUARD ADVISERS INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [CLIFTON LARSON ALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-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|—|—|—|—|

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

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