What is ASSUREDPARTNERS 401(K) PLAN's employer match?

In 2024, ASSUREDPARTNERS 401(K) PLAN reported $26,963,750 in employer contributions. That is about 32.2% of reported employee contributions.

How many participants are in ASSUREDPARTNERS 401(K) PLAN?

At the end of 2024, ASSUREDPARTNERS 401(K) PLAN reported 10,622 plan participants.

What are ASSUREDPARTNERS 401(K) PLAN's total assets?

At the end of 2024, ASSUREDPARTNERS 401(K) PLAN reported total plan assets of $1,055,725,046.

When was ASSUREDPARTNERS 401(K) PLAN established?

ASSUREDPARTNERS 401(K) PLAN was established in 1995.

What are the investment options in ASSUREDPARTNERS 401(K) PLAN?

MyPlanIQ tracks the investment lineup for ASSUREDPARTNERS 401(K) PLAN on its investment options page: https://www.myplaniq.com/invest/planinvestments/assuredpartners-401k-plan/

ASSUREDPARTNERS 401(K) PLAN Investment Options

Available Funds in ASSUREDPARTNERS 401(K) PLAN

Below is the lineup of investment options available to participants in ASSUREDPARTNERS 401(K) PLAN. This typically includes a mix of mutual funds, index funds, and collective investment trusts (CITs) — which are pooled investment vehicles custom-built for large retirement plans, often with lower expense ratios than their retail mutual fund equivalents.

When evaluating these options, focus on expense ratios (lower is better), asset class coverage (U.S. stocks, international stocks, bonds, and stable value), and whether low-cost index funds are available. Research consistently shows that low-cost, broadly diversified index funds outperform most actively managed funds over the long term.

Total Available Funds: 26

Investment Description
AM FDS EUROPACIFIC GRTH R6
ALLSPRING SPEC SM CP VALUE R6
HARBOR CAPITAL APP RET FUND
METROPOLITAN WT TL RTN BD PLAN
NT COL ACWI XUS I MT IX DCNL
NT COL EXTD EQ MKT IDX DC NL
NT COL S& P 500 IDX FD DC NL T4
NT COLL AGG BD IDX FD – NL T4
VGD TRGT RTMT INC TRUST II FD
MFS LARGE CAP VALUE CIT CL CT
MFS MID CAP VALUE FD CI CT
MFS MID- CAP GROWTH FD CI CT
VGD TRGT RTMT 2020 TRUST I
VGD TRGT RTMT 2025 TRUST I
VGD TRGT RTMT 2030 TRUST I
VGD TRGT RTMT 2035 TRUST I
VGD TRGT RTMT 2040 TRUST I
VGD TRGT RTMT 2045 TRUST I
VGD TRGT RTMT 2050 TRUST I
VGD TRGT RTMT 2055 TRUST I
VGD TRGT RTMT 2060 TRUST I
VGD TRGT RTMT 2065 TRUST I
VANGUARD TAR RET 2070 TR I
NEW YORK LIFE SV ANCHOR ACCT POOLED SEPARATE ACCOUNT
PRIN SMCAP GROWTH I SEP ACCT-Z POOLED SEPARATE ACCOUNT
TOTAL POOLED SEPARATE ACCOUNTS

Click to view the investment model portfolios of this plan ►

How to Build a Smart Portfolio in Your 401(k)

Your investment lineup is only as good as how you use it. Here are the key steps to building a portfolio that works for your retirement goals:

Know your risk tolerance and timeline. If you are decades from retirement, you can generally afford more stock exposure. Closer to retirement, you may want to shift toward bonds and stable value for capital preservation.
Diversify across asset classes. Spread investments across U.S. stocks, international stocks, bonds, and possibly real estate or stable value. This reduces the impact of any single market downturn.
Favor low-cost index funds. Even a 0.5% difference in annual fees compounds to tens of thousands of dollars over a 30-year career. If your plan offers an S&P 500 index fund or a total stock market index fund at low cost, that is typically a strong core holding.
Consider a target-date fund if you prefer simplicity. Target-date funds automatically adjust your stock/bond allocation as you approach retirement, making them a solid one-fund solution for hands-off investors.
Rebalance at least annually. Over time, your portfolio drifts from its target allocation as some assets outperform others. Rebalancing keeps your risk level consistent.

Learn more in our Four-Step Guide for 401(k) Retirement Investing, or use the Asset Allocation Calculator to find the right mix for your age and risk tolerance.

Model Asset Allocation Portfolios

Not sure how to allocate your investments? These model portfolios are built from core, broadly diversified asset classes using ultra-low-cost index funds. Choose a template that matches your risk tolerance, then adapt it to the specific funds available in ASSUREDPARTNERS 401(K) PLAN. See Asset Allocation Portfolio Templates for a detailed guide.

Name	YTD Return	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR	20Yr AR	Common	Inception
Four Core Asset Portfolio	4.74%	18.86%	12.42%	5.72%	8.01%	7.30%	6.92%	…	…
Five Core Asset Portfolio	4.70%	18.79%	12.38%	5.55%	7.97%	7.19%	6.94%	…	…
Three Core Asset Portfolio	4.57%	19.80%	13.11%	6.19%	8.52%	7.64%	7.10%	…	…
Two Core Asset Portfolio	3.87%	19.18%	13.68%	6.85%	9.34%	8.84%	7.95%	…	…
Yale Endowment Template	5.35%	17.45%	11.87%	5.56%	8.33%	7.96%	7.55%	…	…
S&P 500 Index	5.96%	30.43%	21.65%	12.98%	15.09%	13.73%	10.93%	…	…

Data as of 05/01/2026, Common starting date is 12/31/2000

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