ASSUREDPARTNERS 401(K) PLAN
- Address: CNL TOWER 1,,ORLANDO,FL
- Contact person: KIMBERLY BOTIC
- Phone: (407) 708-0035
| Investment Options of ASSUREDPARTNERS 401(K) PLAN (as of 2022) |
|---|
| PRIN SMCAP GROWTH I SEP ACCT-Z (PRINCIPAL LIFE INSURANCE COMPANY) |
| VGD TRGT RTMT 2015 TRUST II (VANGUARD GROUP) |
| VGD TRGT RTMT 2020 TRUST II (VANGUARD GROUP) |
| VGD TRGT RTMT 2025 TRUST II (VANGUARD GROUP) |
| VGD TRGT RTMT 2030 TRUST II (VANGUARD GROUP) |
| Click for all funds ↓↓↓ |
| VGD TRGT RTMT 2035 TRUST II (VANGUARD GROUP) |
| VGD TRGT RTMT 2040 TRUST II (VANGUARD GROUP) |
| VGD TRGT RTMT 2045 TRUST II (VANGUARD GROUP) |
| VGD TRGT RTMT 2050 TRUST II (VANGUARD GROUP) |
| VGD TRGT RTMT 2055 TRUST II (VANGUARD GROUP) |
| VGD TRGT RTMT 2060 TRUST II (VANGUARD GROUP) |
| VGD TRGT RTMT INC TRUST II (VANGUARD GROUP) |
| VGD TRGT RTMT 2065 TRUST II (VANGUARD FIDUCIARY TRUST COMPANY) |
| VANGUARD TRGT RTMT INC TRST I (VANGUARD FIDUCIARY TRUST COMPANY) |
| VANGUARD TARGET RTMT 2020 TR I (VANGUARD FIDUCIARY TRUST COMPANY) |
| VANGUARD TARGET RTMT 2025 TR I (VANGUARD FIDUCIARY TRUST COMPANY) |
| VANGUARD TARGET RTMT 2030 TR I (VANGUARD FIDUCIARY TRUST COMPANY) |
| VANGUARD TARGET RTMT 2035 TR I (VANGUARD FIDUCIARY TRUST COMPANY) |
| VANGUARD TARGET RTMT 2040 TR I (VANGUARD FIDUCIARY TRUST COMPANY) |
| VANGUARD TARGET RTMT 2045 TR I (VANGUARD FIDUCIARY TRUST COMPANY) |
| VANGUARD TRGT RTMT 2050 TR I (VANGUARD FIDUCIARY TRUST COMPANY) |
| VANGUARD TARGET RTMT 2055 TR I (VANGUARD FIDUCIARY TRUST COMPANY) |
| VANGUARD TARGET RTMT 2060 TR I (VANGUARD FIDUCIARY TRUST COMPANY) |
| VANGUARD TARGET RTMT 2065 TR I (VANGUARD FIDUCIARY TRUST COMPANY) |
| NT COLL AGG BD IDX FD - NL T4 (NORTHERN TRUST) |
| NT COL S&P 500 IDX FD DC NL T4 (NORTHERN TRUST) |
| NT COL EXTD EQ MKT IDX DC NL 4 (NORTHERN TRUST) |
| NT COL ACWI XUS I MT IX DCNL 4 (NORTHERN TRUST) |
| MFS LARGE CAP VALUE CIT CL CT (WILMINGTON TRUST, N.A.) |
| MFS MID CAP GROWTH FD CL CT (WILMINGTON TRUST, N.A.) |
| MFS MID CAP VALUE FD CL CT (WILMINGTON TRUST, N.A.) |
| VANGUARD TAR RET 2070 TR I (VANGUARD FIDUCIARY TRUST COMPANY) |
| NEW YORK LIFE SV ANCHOR ACCT (NEW YORK LIFE INSURANCE COMPANY) |
ASSUREDPARTNERS 401(K) PLAN has the following features:
Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
At the end of 2022, the total retirement plan assets of ASSUREDPARTNERS 401(K) PLAN is $737,708,272.00.This plan was established in 1995.
At the end of 2022, the total number of retirement plan participants in ASSUREDPARTNERS 401(K) PLAN is 9721
In 2022, the average participant retirement account value for ASSUREDPARTNERS 401(K) PLAN is $75,888.00
In 2022, the estimated average employee contribution amount per participant for ASSUREDPARTNERS 401(K) PLAN is $7,636.00
In 2022, the estimated average employer match for an employee in ASSUREDPARTNERS 401(K) PLAN is approximately $2,168.00
In 2022, ASSUREDPARTNERS 401(K) PLAN allocates $21,079,633.00 to match its employees' contributions, providing an employer match rate of 30.98% of their contributions
In 2022, the total retirement plan asset growth rate of ASSUREDPARTNERS 401(K) PLAN is -10.09%
In 2022, the estimated aggregate retirement account investment gain/loss for ASSUREDPARTNERS 401(K) PLAN is -16.56%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of ASSUREDPARTNERS 401(K) PLAN is 0.10%.
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