# The Insurance House, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-insurance-house-inc-401k-plan

> The Insurance House, INC.'s 401(k) plan: 53 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Insurance House, INC.

- **Sponsor EIN:** 582361092

- **Sponsor Address:** 400 GALLERIA PARKWAY, ATLANTA, GA, 30339

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

- **Total Participants:** 53

- **Total Assets:** $10.0M

## 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|53|$10.0M|$145,646|$377,342|

| 2023|61|$8.7M|$151,681|$411,101|

| 2022|62|$8.7M|$154,976|$414,582|

## 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|

| SMITH + HOWARD|Auditor|—|—|$0|

## 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|$12,637|—|$12,637|—|—|

| 2023|$10,613|—|$10,613|—|—|

| 2022|$16,569|—|$16,569|—|—|

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