Retirement plan

ASSURED INFORMATION SECURITY, INC. EMPLOYEES 401(K) PLAN

Name: ASSURED INFORMATION SECURITY, INC. - ASSURED INFORMATION SECURITY, INC. EMPLOYEES 401(K) PLAN (2024) Form 5500
Creator: ASSURED INFORMATION SECURITY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSURED INFORMATION SECURITY, INC. EMPLOYEES 401(K) PLAN, ASSURED INFORMATION SECURITY, INC.

ASSURED INFORMATION SECURITY, INC.EIN 04-3608903Plan #001PY 2024

153 BROOKS ROAD - ROME, NY 13441315-336-3306ainfosec.comLinkedIn201-500 employeesdefense & space

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$54.8M

+19.7% from 2023

Total participants

349

+6.7% from 2023

Average account balance

$158,864

+13.1% from 2023

Annual return

15.31%

-2.59 pp from 2023

Benchmarks

See 6,285 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,285 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$54.81M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$159K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

345

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

98.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.47M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.31%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$76

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL4 years Service code 37 · EIN 04-2647786	Loan Processing	$19,344
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524	Advisory (Plan)	$6,748

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$26K

$117 / participant

Recordkeeping$19K71.8%
Investment mgmt$7K25.9%
Contract admin$6002.3%

% of EOY assets

0.048%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SC&H ATTEST SERVICES, P.C.
Auditor EIN: 521743645
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$158,864

$101,591+56.4%

$147,096+8.0%

$74,429+113.4%

Participation rate

98.2%

75.5%+22.7pp

82.2%+16.0pp

67.2%+31.0pp

Annual return

15.31%

8746.45%-8731.1pp

419.75%-404.4pp

1368.38%-1353.1pp

Employer contribution / active EE

$9,152

$3,813+140.1%

$4,936+85.4%

$2,625+248.7%

Participant deferral / active EE

$10,887

$7,302+49.1%

$8,071+34.9%

$4,348+150.4%

Admin fee / account holder

$76

$1,750-95.7%

$13,005-99.4%

$1,944-96.1%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL4 years

Service code 37 · EIN 04-2647786

Loan Processing

$19,344

STRATEGIC ADVISORS, INC.1 year

Service code 27 · EIN 04-2654524

Advisory (Plan)

$6,748

ASSURED INFORMATION SECURITY, INC. EMPLOYEES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASSURED INFORMATION SECURITY, INC. EMPLOYEES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion