# Selectquote Insurance Services 401(k) Plan
Source: https://planprovider.pro/companies/selectquote-insurance-services-680027389-001

> Selectquote Insurance Services's 401(k) plan: 3,128 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Selectquote Insurance Services

- **Sponsor EIN:** 680027389

- **Sponsor Address:** 6800 WEST 115TH STREET, SUITE 2511, OVERLAND PARK, KS, 66211

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

- **Plan Number:** 001

- **Total Participants:** 3,128

- **Total Assets:** $139.8M

## 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|3,128|$139.8M|$8.6M|$19.6M|

| 2023|4,304|$103.9M|$5.3M|$14.5M|

| 2022|4,001|$78.3M|$4.2M|$12.2M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|Recordkeeper|$270,258|—|$270,258|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $270,258

- **Estimated Expense Ratio:** 0.193% 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|$270,708|$63,217|—|—|—|

| 2023|$225,425|$37,006|—|—|—|

| 2022|$198,749|$40,000|—|—|—|

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