# Us Assure Insurance Services Of Florida, INC. 401(k) Plan
Source: https://planprovider.pro/companies/us-assure-insurance-services-of-florida-inc-401k-plan

> Us Assure Insurance Services Of Florida, INC.'s 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/ameriprise-financial-services-llc) — OTHER SERVICES

- [AMERIPRISE FINANCIAL SERVICES INC](https://planprovider.pro/provider/ameriprise-financial-services-llc) — OTHER SERVICES

- [PIVOT CPAS](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Turningpoint Healthcare Solutions, LLC](https://planprovider.pro/companies/turningpoint-healthcare-solutions-llc-401k-plan) — 385 participants

- [Slavic Integrated Administration INC](https://planprovider.pro/companies/slavic-integrated-administration-inc-401k-plan-011) — 457 participants

- [North American Risk Services, INC.](https://planprovider.pro/companies/north-american-risk-services-inc-401k-plan) — 536 participants

- [Bass Underwriters, INC.](https://planprovider.pro/companies/bass-underwriters-inc-401k-plan) — 616 participants

- [Dual North America, INC.](https://planprovider.pro/companies/dual-north-america-inc-401k-plan) — 694 participants

- [Fcci Services, INC.](https://planprovider.pro/companies/fcci-services-inc-401k-plan) — 881 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/us-assure-insurance-services-of-florida-inc-401k-plan)

© 2026 PlanProvider.Pro