# Tokio Marine Highland Insurance Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tokio-marine-highland-insurance-services-inc-401k-plan

> Tokio Marine Highland Insurance Services, INC.'s 401(k) plan: 140 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tokio Marine Highland Insurance Services, INC.

- **Sponsor EIN:** 952956941

- **Sponsor Address:** 625 FAIR OAKS AVE, STE 290, SOUTH PASADENA, CA, 91030

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

- **Total Participants:** 140

- **Total Assets:** $21.9M

## 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|140|$21.9M|$526,459|$1.2M|

| 2023|151|$19.1M|$539,786|$1.2M|

| 2022|162|$16.0M|$617,615|$1.3M|

## 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|

| HOLTHOUSE CARLIN & VAN TRIGT LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [HOLTHOUSE CARLIN & VAN TRIGT LLP](https://planprovider.pro/provider/holthouse-carlin-and-van-trigt-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|$23,930|—|$23,930|—|—|

| 2023|$27,456|—|$27,456|—|—|

| 2022|$22,303|—|$22,303|—|—|

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