Plan Snapshot
- Plan Sponsor: U.S. Fire Insurance Co.
- Sponsor EIN: 135459190
- Sponsor Address: 305 MADISON AVENUE, MORRISTOWN, NJ, 07960
- Plan Type: 401(k)
- Total Participants: 2,592
- Total Assets: $590.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 2,592 | $590.7M | $21.7M | $26.7M |
| 2023 | 2,545 | $522.2M | $19.6M | $24.2M |
| 2022 | 2,613 | $444.9M | $18.6M | $22.3M |
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 |
|---|---|---|---|---|
| WITHUM SMITH & BROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM SMITH & BROWN — 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 | $331,643 | — | — | — | — |
| 2023 | $290,140 | — | — | — | — |
| 2022 | $166,455 | — | — | — | — |