Plan Ledger DOL Form 5500 · updated monthly

American Integrity Insurance Group, LLC401(k)

AMERICAN INTEGRITY 401(K) PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.85%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

American Integrity Insurance Group, LLC reported $159,858 in plan administrative expenses for 2024: 0.85% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,319 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.85%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,102nd-largest of 3,644 plans among Florida employers on file, and 3,039th of 4,798 in finance & insurance. In 2024, employees put in $2.02 for every $1.00 the employer contributed; active participation has grown from 245 to 284 since 2022.

Plan summary
Net assets, end of year$20,211,430
Participants with balances296
Active participants284
Employer contributions$942,702
Employee contributions$1,902,482
Employer contribution per active participant$3,319
Average account balance$68,282
Benefits paid to participants$2,762,208
Plan auditUnmodified (clean) audit opinion
AuditorTHOMAS HOWELL FERGUSON
Plan history3
Yearassets · accounts · employer contribution
2024$20.2M · 296 accts · $943K emplr
2023$17.5M · 267 accts · $790K emplr
2022$15.4M · 267 accts · $732K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$110,735
Investment management$49,123
Total administrative$159,858
The American Integrity Insurance Group, LLC 401(k) match · 2024
Employer contribution per active participant$3,319
Median for plans this size$2,416
2024$3,319 per active participant
2023$3,016 per active participant
2022$2,987 per active participant

American Integrity Insurance Group, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
UBS FINANCIAL SERVICES, INC · Investment advisory (plan)$49,123
RETIREMENT SOLUTIONS SPECIALISTS · Contract administrator$14,433
EMPOWER ADVISORY GROUP, LLC · Investment management$5,307

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$159,858 · 0.85%
2023$129,926 · 0.79%
2022$131,309 · 0.82%
Same employer
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777 Partners LLC FL$21.1M · 1.17%
Launch Credit Union FL$20.9M · 0.58%
Nsd Newco, Inc FL$20.2M · 0.12%
First Home Bank FL$19.7M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205239410 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.