# Tower Hill Insurance Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/tower-hill-insurance-group-llc-401k-plan

> Tower Hill Insurance Group, LLC's 401(k) plan: 626 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tower Hill Insurance Group, LLC

- **Sponsor EIN:** 270867974

- **Sponsor Address:** 7201 NW 11TH PLACE, GAINESVILLE, FL, 32605

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

- **Total Participants:** 626

- **Total Assets:** $73.9M

## 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|626|$73.9M|$2.0M|$4.8M|

| 2023|552|$61.1M|$1.8M|$4.2M|

| 2022|520|$48.3M|$1.5M|$3.6M|

## 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|

| WELLS FARGO CLEARING SERVICES LLC|ADVISOR|$96,078|—|$96,078|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$62,377|—|$62,377|

| STRATEGIC ADVISORS, INC.|ADVISOR|$15,742|—|$15,742|

| WITHUMSMITH BROWN PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [WITHUMSMITH BROWN PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $174,197

- **Estimated Expense Ratio:** 0.236% 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|$174,197|$111,820|$300|—|—|

| 2023|$146,561|$93,888|—|—|—|

| 2022|$137,517|$5,224|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/tower-hill-insurance-group-llc-401k-plan)

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