# Take Command Insurance Agency INC. 401(k) Plan
Source: https://planprovider.pro/companies/take-command-insurance-agency-inc-401k-plan

> Take Command Insurance Agency INC.'s 401(k) plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Take Command Insurance Agency INC.

- **Sponsor EIN:** 851189788

- **Sponsor Address:** 1410 E. RENNER RD STE 200, RICHARDSON, TX, 75082

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

- **Total Participants:** 114

- **Total Assets:** $3.9M

## 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|114|$3.9M|$405,265|$752,259|

| 2023|126|$2.4M|$224,451|$559,185|

| 2022|101|$900,198|$150,924|$455,747|

## 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|

| PBMARES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PBMARES, LLP](https://planprovider.pro/provider/pbmares-llp) — 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|$5,504|$5,429|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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