Plan Snapshot
- Plan Sponsor: Us Assure Insurance Services Of Florida, INC.
- Sponsor EIN: 593716329
- Sponsor Address: 8230 NATIONS WAY, JACKSONVILLE, FL, 322564434
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $451,141 | $852,905 |
| 2023 | 168 | $28.3M | $703,621 | $1.0M |
| 2022 | 160 | $23.3M | $602,421 | $919,463 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $32,022 | — | $32,022 |
| AMERIPRISE FINANCIAL SERVICES INC | OTHER SERVICES | — | $23,170 | $23,170 |
| AMERIPRISE FINANCIAL SERVICES INC | OTHER SERVICES | — | $7,462 | $7,462 |
| PIVOT CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERIPRISE FINANCIAL SERVICES INC — OTHER SERVICES
- AMERIPRISE FINANCIAL SERVICES INC — OTHER SERVICES
- PIVOT CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,654
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 | $27,215 | — | $27,215 | — | — |
| 2023 | $16,011 | — | $16,011 | — | — |
| 2022 | $11,577 | — | $11,577 | — | — |