401k Record

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Primerica 401(k)

Recordkeeping fees per participant · Primerica Savings & Investment Plan · plan year 2024

$6.90

Higher than 7% of the 1,697 plans $250M to 1B that report it.

Source

= $16,894 / 2,447
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010172406NAL0004825747001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010172406NAL0004825747001, received 2025-10-10

10th: $11.56median $49.9890th: $89.63

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 2025-10-10.

Cost and contributions

Administrative expenses excluding investment management, per participant

$7.03

10th: $18.52median $67.2190th: $147.71

Higher than 4% of the 2,324 plans $250M to 1B that report it.

Source

= $17,193 / 2,447
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010172406NAL0004825747001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010172406NAL0004825747001, received 2025-10-10

Administrative expenses per participant

$26.86

10th: $27.95median $88.2590th: $203.68

Higher than 9% of the 2,405 plans $250M to 1B that report it.

Source

= $65,733 / 2,447
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010172406NAL0004825747001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010172406NAL0004825747001, received 2025-10-10

Administrative expenses as a share of assets

0.020%

10th: 0.018%median 0.073%90th: 0.183%

Higher than 11% of the 2,407 plans $250M to 1B that report it.

Source

= $65,733 / $336,191,841
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010172406NAL0004825747001, received 2025-10-10
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010172406NAL0004825747001, received 2025-10-10

Employer contributions per participant

$5,119

10th: $1,169median $3,07390th: $8,346

Higher than 74% of the 2,457 plans $250M to 1B that report it.

Source

= $12,526,305 / 2,447
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010172406NAL0004825747001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010172406NAL0004825747001, received 2025-10-10

Employer share of total contributions

41.7%

10th: 17.5%median 31.1%90th: 48.7%

Higher than 79% of the 2,459 plans $250M to 1B that report it.

Source

= $12,526,305 / $30,052,419
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010172406NAL0004825747001, received 2025-10-10
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010172406NAL0004825747001, received 2025-10-10

Plan terms, as stated in Primerica, Inc.'s SEC filings

Plan terms are described in Primerica, Inc.'s SEC filings: Form 10-K filed 2026-02-27. No term could be quoted from them with the required precision.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251010172406NAL0004825747001, received 2025-10-10

Full record, Primerica Savings & Investment Plan

FieldValueSource
Plan sponsorPRIMERICA, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251010172406NAL0004825747001, received 2025-10-10
Plan namePRIMERICA SAVINGS & INVESTMENT PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251010172406NAL0004825747001, received 2025-10-10
Sponsor EIN / plan number27-1204330 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251010172406NAL0004825747001, received 2025-10-10
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251010172406NAL0004825747001, received 2025-10-10
Sponsor locationDULUTH, GAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251010172406NAL0004825747001, received 2025-10-10
Industry (business code)524210, Finance and insuranceForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251010172406NAL0004825747001, received 2025-10-10
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251010172406NAL0004825747001, received 2025-10-10
Filing received2025-10-10Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251010172406NAL0004825747001, received 2025-10-10
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251010172406NAL0004825747001, received 2025-10-10
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251010172406NAL0004825747001, received 2025-10-10
Participants, beginning of year2,478Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251010172406NAL0004825747001, received 2025-10-10
Active participants2,054Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251010172406NAL0004825747001, received 2025-10-10
Participants, end of year2,477Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251010172406NAL0004825747001, received 2025-10-10
Participants with an account balance2,447Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010172406NAL0004825747001, received 2025-10-10
Total assets, beginning of year$292,556,366Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251010172406NAL0004825747001, received 2025-10-10
Total assets, end of year$336,191,841Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010172406NAL0004825747001, received 2025-10-10
Net assets, end of year$336,191,841Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251010172406NAL0004825747001, received 2025-10-10
Total income$70,081,995Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251010172406NAL0004825747001, received 2025-10-10
Net income$43,635,475Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251010172406NAL0004825747001, received 2025-10-10
Employer contributions$12,526,305Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010172406NAL0004825747001, received 2025-10-10
Participant contributions$16,196,031Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251010172406NAL0004825747001, received 2025-10-10
Other contributions (incl. rollovers)$1,330,083Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251010172406NAL0004825747001, received 2025-10-10
Total contributions$30,052,419Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010172406NAL0004825747001, received 2025-10-10
Benefit payments$26,332,522Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251010172406NAL0004825747001, received 2025-10-10
Total expenses (incl. benefit payments)$26,446,520Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251010172406NAL0004825747001, received 2025-10-10
Total administrative expenses$65,733Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010172406NAL0004825747001, received 2025-10-10
Contract administrator fees$0Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251010172406NAL0004825747001, received 2025-10-10
Recordkeeping fees$16,894Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010172406NAL0004825747001, received 2025-10-10
IQPA audit fees$0Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251010172406NAL0004825747001, received 2025-10-10
Investment advisory and management fees$48,540Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251010172406NAL0004825747001, received 2025-10-10
Administrative expenses excluding investment management$17,193derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010172406NAL0004825747001, received 2025-10-10
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251010172406NAL0004825747001, received 2025-10-10
Held in common/collective trusts$111,874,674Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251010172406NAL0004825747001, received 2025-10-10
Held in mutual funds$218,197,513Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251010172406NAL0004825747001, received 2025-10-10
Independent auditorWINDHAM BRANNONSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251010172406NAL0004825747001, received 2025-10-10

Position = column in the DOL layout for form year 2024. Filing 20251010172406NAL0004825747001, received 2025-10-10.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
SAGEVIEW ADVISORY GROUP, LLCNONE 28 Investment management $48,540no
EMPOWER ANNUITY INSURANCE COMPANY OrecordkeeperNONE 64 Recordkeeping fees $16,894yes
QDRO CONSULTANTS COMPANY, LLCNONE 99 Other fees $300no

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 20251010172406NAL0004825747001, received 2025-10-10.

What changed since the 2023 plan year

Figure20232024Change
Total assets$292,556,366$336,191,84114.9%
Participants with a balance2,4422,4470.2%
Administrative expenses$47,100$65,73339.6%
Recordkeeping fees per participant$6.89$6.900.3%
Employer contributions$11,246,434$12,526,30511.4%

Prior filing 20241014105734NAL0051956018001, received 2024-10-14; the plan years are contiguous.

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Sponsor name as filed: PRIMERICA, INC.; SEC registrant: Primerica, Inc. (CIK 1475922, matched by EIN; display name from the Form 10-K cover).