Plan Ledger DOL Form 5500 · updated monthly

Assurance Iq, LLC401(k)

ASSURANCE SAVINGS PLAN · SEATTLE, WA · plan year 2022

Plan assets · 2022
$9.0M

Assurance Iq, LLC's 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $8,991,778 across 1,651 participant accounts. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Washington (1,130th of 1,714), and 4,081st of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$8,991,778
Participants with balances1,651
Active participants1,553
Employer contributions—
Employee contributions$5,088,262
Employer contribution per active participant—
Average account balance$5,446
Benefits paid to participants$1,730,119
Plan auditDisclaimer of opinion
AuditorMITCHELL & TITUS
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$9.0M · 1,651 accts
Administrative cost history2
2023Not separately reported
2022Not separately reported
Same employer
Similar plansFinance & Insurance · Washington
Savi Financial Corporation WA$10.0M · 0.18%
Bittrex Inc. WA$7.9M · 0.03%
Savibank WA$7.2M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 811285645 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.