401k Record

Employers › Take Command Insurance Agency

Take Command Insurance Agency 401(k)

Recordkeeping fees per participant · Take Command Health 401(k) Plan · plan year 2024

$0.48

Higher than 0% of the 7,477 plans $1 to 10M that report it.

Source

= $75 / 157
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251021093144NAL0001181235001, received 2025-10-21
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251021093144NAL0001181235001, received 2025-10-21

10th: $11.10median $71.5290th: $209.21

Percentiles compare this plan with the Schedule H plans $1 to 10M 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 2025-10-21.

Cost and contributions

Administrative expenses excluding investment management, per participant

$0.48

10th: $13.66median $103.3390th: $302.77

Higher than 0% of the 14,713 plans $1 to 10M that report it.

Source

= $75 / 157
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251021093144NAL0001181235001, received 2025-10-21
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251021093144NAL0001181235001, received 2025-10-21

Administrative expenses per participant

$35.06

10th: $19.42median $150.2790th: $370.75

Higher than 17% of the 15,210 plans $1 to 10M that report it.

Source

= $5,504 / 157
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251021093144NAL0001181235001, received 2025-10-21
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251021093144NAL0001181235001, received 2025-10-21

Administrative expenses as a share of assets

0.142%

10th: 0.069%median 0.519%90th: 1.146%

Higher than 19% of the 15,243 plans $1 to 10M that report it.

Source

= $5,504 / $3,866,064
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251021093144NAL0001181235001, received 2025-10-21
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251021093144NAL0001181235001, received 2025-10-21

Employer contributions per participant

$2,581

10th: $357median $1,32390th: $2,861

Higher than 86% of the 13,342 plans $1 to 10M that report it.

Source

= $405,265 / 157
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251021093144NAL0001181235001, received 2025-10-21
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251021093144NAL0001181235001, received 2025-10-21

Employer share of total contributions

31.1%

10th: 11.9%median 28.9%90th: 43.6%

Higher than 58% of the 13,370 plans $1 to 10M that report it.

Source

= $405,265 / $1,301,018
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251021093144NAL0001181235001, received 2025-10-21
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251021093144NAL0001181235001, received 2025-10-21

Plan terms, as stated in Take Command Insurance Agency, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 2S pre-approved plan document · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251021093144NAL0001181235001, received 2025-10-21

Full record, Take Command Health 401(k) Plan

FieldValueSource
Plan sponsorTAKE COMMAND INSURANCE AGENCY INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251021093144NAL0001181235001, received 2025-10-21
Plan nameTAKE COMMAND HEALTH 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251021093144NAL0001181235001, received 2025-10-21
Sponsor EIN / plan number85-1189788 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251021093144NAL0001181235001, received 2025-10-21
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251021093144NAL0001181235001, received 2025-10-21
Sponsor locationRICHARDSON, TXForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251021093144NAL0001181235001, received 2025-10-21
Industry (business code)524290, Finance and insuranceForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251021093144NAL0001181235001, received 2025-10-21
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251021093144NAL0001181235001, received 2025-10-21
Filing received2025-10-21Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251021093144NAL0001181235001, received 2025-10-21
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251021093144NAL0001181235001, received 2025-10-21
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251021093144NAL0001181235001, received 2025-10-21
Participants, beginning of year126Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251021093144NAL0001181235001, received 2025-10-21
Active participants114Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251021093144NAL0001181235001, received 2025-10-21
Participants, end of year158Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251021093144NAL0001181235001, received 2025-10-21
Participants with an account balance157Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251021093144NAL0001181235001, received 2025-10-21
Total assets, beginning of year$2,383,831Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251021093144NAL0001181235001, received 2025-10-21
Total assets, end of year$3,866,064Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251021093144NAL0001181235001, received 2025-10-21
Net assets, end of year$3,866,064Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251021093144NAL0001181235001, received 2025-10-21
Total income$1,648,040Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251021093144NAL0001181235001, received 2025-10-21
Net income$1,482,233Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251021093144NAL0001181235001, received 2025-10-21
Employer contributions$405,265Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251021093144NAL0001181235001, received 2025-10-21
Participant contributions$752,259Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251021093144NAL0001181235001, received 2025-10-21
Other contributions (incl. rollovers)$143,494Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251021093144NAL0001181235001, received 2025-10-21
Total contributions$1,301,018Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251021093144NAL0001181235001, received 2025-10-21
Benefit payments$160,303Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251021093144NAL0001181235001, received 2025-10-21
Total expenses (incl. benefit payments)$165,807Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251021093144NAL0001181235001, received 2025-10-21
Total administrative expenses$5,504Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251021093144NAL0001181235001, received 2025-10-21
Recordkeeping fees$75Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251021093144NAL0001181235001, received 2025-10-21
Investment advisory and management fees$5,429Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251021093144NAL0001181235001, received 2025-10-21
Administrative expenses excluding investment management$75derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251021093144NAL0001181235001, received 2025-10-21
Held in mutual funds$3,866,064Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251021093144NAL0001181235001, received 2025-10-21
Independent auditorPBMARES, LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251021093144NAL0001181235001, received 2025-10-21

Position = column in the DOL layout for form year 2024. Filing 20251021093144NAL0001181235001, received 2025-10-21.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
BETTERMENT FOR BUSINESS, LLCrecordkeeperRECORDKEEPER 27 Investment advisory (plan); 64 Recordkeeping fees $5,504yes

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 20251021093144NAL0001181235001, received 2025-10-21.

What changed since the 2023 plan year

Figure20232024Change
Total assets$2,383,831$3,866,06462.2%
Participants with a balance12615724.6%
Administrative expenses$4,938$5,50411.5%
Recordkeeping fees per participantnot reported$0.48
Employer contributions$224,451$405,26580.6%

Prior filing 20240523105045NAL0002675235001, received 2024-05-23; the plan years are contiguous.

Alerts, claims and corrections

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Sponsor name as filed: TAKE COMMAND INSURANCE AGENCY INC.; SEC registrant: Take Command Insurance Agency, Inc. (CIK 1859796, matched by EIN).