Employers › AmWINS GROUP
Recordkeeping fees per participant · Amwins Group, Inc. 401(k) Plan · plan year 2024
$42.93
Higher than 40% of the 1,697 plans $250M to 1B that report it.
= $280,782 / 6,540
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014101448NAL0001211427001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014101448NAL0001211427001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.
Administrative expenses excluding investment management, per participant
$56.18
Higher than 38% of the 2,324 plans $250M to 1B that report it.
= $367,399 / 6,540
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014101448NAL0001211427001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014101448NAL0001211427001, received 2025-10-14
Administrative expenses per participant
$105.56
Higher than 62% of the 2,405 plans $250M to 1B that report it.
= $690,374 / 6,540
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014101448NAL0001211427001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014101448NAL0001211427001, received 2025-10-14
Administrative expenses as a share of assets
0.082%
Higher than 56% of the 2,407 plans $250M to 1B that report it.
= $690,374 / $844,480,313
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014101448NAL0001211427001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014101448NAL0001211427001, received 2025-10-14
Employer contributions per participant
$2,580
Higher than 40% of the 2,457 plans $250M to 1B that report it.
= $16,871,957 / 6,540
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014101448NAL0001211427001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014101448NAL0001211427001, received 2025-10-14
Employer share of total contributions
18.9%
Higher than 13% of the 2,459 plans $250M to 1B that report it.
= $16,871,957 / $89,377,508
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014101448NAL0001211427001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014101448NAL0001211427001, received 2025-10-14
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3H controlled-group sponsor · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014101448NAL0001211427001, received 2025-10-14
| Field | Value | Source |
|---|---|---|
| Plan sponsor | AMWINS GROUP, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Plan name | AMWINS GROUP, INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Sponsor EIN / plan number | 13-4009411 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Sponsor location | CHARLOTTE, NC | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Industry (business code) | 524210, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Participants, beginning of year | 7,149 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Active participants | 6,644 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Participants, end of year | 7,522 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Participants with an account balance | 6,540 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Total assets, beginning of year | $692,897,653 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Total assets, end of year | $844,480,313 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Net assets, end of year | $844,480,313 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Total income | $200,191,001 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Net income | $151,582,660 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Employer contributions | $16,871,957 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Participant contributions | $59,826,938 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $12,678,613 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Total contributions | $89,377,508 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Benefit payments | $47,903,924 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $48,608,341 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Total administrative expenses | $690,374 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Contract administrator fees | $1,200 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Recordkeeping fees | $280,782 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| IQPA audit fees | $16,500 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Investment advisory and management fees | $322,975 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Administrative expenses excluding investment management | $367,399 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Held in common/collective trusts | $495,741,620 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Held in mutual funds | $322,500,535 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014101448NAL0001211427001, received 2025-10-14 |
| Independent auditor | BERNARD ROBINSON AND COMPANY LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014101448NAL0001211427001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014101448NAL0001211427001, received 2025-10-14.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $322,975 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees | $281,982 | yes |
| CREATIVE PLANNING, LLC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $53,917 | no |
| BERNARD ROBINSON & COMPANY LLP | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $16,500 | no |
| ALLIANT RETIREMENT SERVICES LLC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $15,000 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014101448NAL0001211427001, received 2025-10-14.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $692,897,653 | $844,480,313 | 21.9% |
| Participants with a balance | 6,166 | 6,540 | 6.1% |
| Administrative expenses | $703,720 | $690,374 | -1.9% |
| Recordkeeping fees per participant | $47.88 | $42.93 | -10.3% |
| Employer contributions | $15,031,163 | $16,871,957 | 12.2% |
Prior filing 20241013182248NAL0044138928001, received 2024-10-13; the plan years are contiguous.
Sponsor name as filed: AMWINS GROUP, INC.; SEC registrant: AmWINS GROUP INC (CIK 1379932, matched by EIN).