Assuredpartners 401(k) Plan
Sponsored by Assuredpartners, Inc. · EIN 275176829 · Plan #001
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 9,755
- With balances
- 10,906
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 96% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees, Direct payment from the plan, Recordkeeping | $434,296 |
| Capfinancial Partners Llc Dba Captr | Investment advisory (plan), Participant loan processing | $250,561 |
| Charles Schwab & Co., Inc. | Investment advisory (participants), Securities brokerage, Direct payment from the plan | $1,143 |