401k Record

Employers › Acrisure › plan 025

Acrisure 401(k) Savings Plan

Administrative expenses excluding investment management, per participant · Acrisure 401(k) Savings Plan · plan year 2024

$45.15

Higher than 51% of the 1,045 plans over $1B that report it.

Source

= $479,294 / 10,615
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014120341NAL0001347635001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014120341NAL0001347635001, received 2025-10-14

10th: $9.43median $44.4790th: $97.55

Percentiles compare this plan with the Schedule H plans over $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.

Cost and contributions

Recordkeeping fees per participant

not reported

Not reported on this filing.

Administrative expenses per participant

$51.23

10th: $24.33median $70.0390th: $174.36

Higher than 31% of the 1,076 plans over $1B that report it.

Source

= $543,837 / 10,615
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014120341NAL0001347635001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014120341NAL0001347635001, received 2025-10-14

Administrative expenses as a share of assets

0.048%

10th: 0.013%median 0.046%90th: 0.111%

Higher than 51% of the 1,076 plans over $1B that report it.

Source

= $543,837 / $1,134,098,532
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014120341NAL0001347635001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014120341NAL0001347635001, received 2025-10-14

Employer contributions per participant

$2,714

10th: $1,442median $3,74490th: $8,760

Higher than 32% of the 1,135 plans over $1B that report it.

Source

= $28,805,216 / 10,615
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014120341NAL0001347635001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014120341NAL0001347635001, received 2025-10-14

Employer share of total contributions

22.4%

10th: 19.8%median 33.4%90th: 47.5%

Higher than 15% of the 1,135 plans over $1B that report it.

Source

= $28,805,216 / $128,707,819
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014120341NAL0001347635001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014120341NAL0001347635001, received 2025-10-14

Plan features

2A age/service-weighted · 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 · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014120341NAL0001347635001, received 2025-10-14

Full record, Acrisure 401(k) Savings Plan

FieldValueSource
Plan sponsorACRISURE, LLCForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014120341NAL0001347635001, received 2025-10-14
Plan nameACRISURE 401(K) SAVINGS PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251014120341NAL0001347635001, received 2025-10-14
Sponsor EIN / plan number26-3554645 / 025Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014120341NAL0001347635001, received 2025-10-14
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014120341NAL0001347635001, received 2025-10-14
Sponsor locationGRAND RAPIDS, MIForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014120341NAL0001347635001, received 2025-10-14
Industry (business code)524210, Finance and insuranceForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014120341NAL0001347635001, received 2025-10-14
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014120341NAL0001347635001, received 2025-10-14
Filing received2025-10-14Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014120341NAL0001347635001, received 2025-10-14
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014120341NAL0001347635001, received 2025-10-14
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251014120341NAL0001347635001, received 2025-10-14
Participants, beginning of year14,966Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014120341NAL0001347635001, received 2025-10-14
Active participants12,249Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014120341NAL0001347635001, received 2025-10-14
Participants, end of year13,873Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014120341NAL0001347635001, received 2025-10-14
Participants with an account balance10,615Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014120341NAL0001347635001, received 2025-10-14
Total assets, beginning of year$856,421,495Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014120341NAL0001347635001, received 2025-10-14
Total assets, end of year$1,134,098,532Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014120341NAL0001347635001, received 2025-10-14
Net assets, end of year$1,134,098,532Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014120341NAL0001347635001, received 2025-10-14
Total income$231,534,866Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014120341NAL0001347635001, received 2025-10-14
Net income$127,788,873Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014120341NAL0001347635001, received 2025-10-14
Employer contributions$28,805,216Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014120341NAL0001347635001, received 2025-10-14
Participant contributions$79,774,379Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014120341NAL0001347635001, received 2025-10-14
Other contributions (incl. rollovers)$20,128,224Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014120341NAL0001347635001, received 2025-10-14
Total contributions$128,707,819Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014120341NAL0001347635001, received 2025-10-14
Benefit payments$103,184,075Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014120341NAL0001347635001, received 2025-10-14
Total expenses (incl. benefit payments)$103,745,993Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014120341NAL0001347635001, received 2025-10-14
Total administrative expenses$543,837Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014120341NAL0001347635001, received 2025-10-14
Contract administrator fees$403,385Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251014120341NAL0001347635001, received 2025-10-14
IQPA audit fees$16,330Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251014120341NAL0001347635001, received 2025-10-14
Investment advisory and management fees$64,543Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014120341NAL0001347635001, received 2025-10-14
Administrative expenses excluding investment management$479,294derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014120341NAL0001347635001, received 2025-10-14
Held in common/collective trusts$14,260Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014120341NAL0001347635001, received 2025-10-14
Held in mutual funds$812,801,353Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014120341NAL0001347635001, received 2025-10-14
Independent auditorBDO USA, P.C.Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014120341NAL0001347635001, received 2025-10-14

Position = column in the DOL layout for form year 2024. Filing 20251014120341NAL0001347635001, received 2025-10-14.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
PRINCIPAL LIFE INSURANCE COMPANYrecordkeeperCONTRACT ADMINISTRATOR 13 Contract administrator; 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees $400,435yes
MERRILL LYNCH PIERCE FENNER & SMITHCONSULTANT 17 Consulting (pension); 27 Investment advisory (plan); 50 Direct payment from the plan $124,122yes
SIKICH CPA LLCACCOUNTANT 10 Accounting (including auditing); 50 Direct payment from the plan $16,330no

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 20251014120341NAL0001347635001, received 2025-10-14.

What changed since the 2023 plan year

Figure20232024Change
Total assets$856,421,495$1,134,098,53232.4%
Participants with a balance9,28610,61514.3%
Administrative expenses$484,345$543,83712.3%
Recordkeeping fees per participantnot reportednot reported
Employer contributions$24,074,040$28,805,21619.7%

Prior filing 20250317143800NAL0000967171001, received 2025-03-17; the plan years are contiguous.

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