Plan Ledger DOL Form 5500 · updated monthly

Assurant, Inc.401(k) + ESOP (KSOP)

ASSURANT 401(K) PLAN · ATLANTA, GA · plan year 2025

Reported admin expense ratio · 2025
0.04%

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

Assurant, Inc. reported $875,314 in plan administrative expenses for 2025: 0.04% of average plan assets, below the peer median. Employer contributions averaged $4,449 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 fell from 0.05% to 0.04%. The plan sits in the over $1B size bracket, benchmarked here against 141 comparable plans and shown alongside other management of companies employers. By assets it is the 20th-largest of 2,160 plans among Georgia employers on file, and the 21st of 786 in management of companies. In 2025, employees put in $1.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,413,206,647
Participants with balances14,276
Active participants10,133
Employer contributions$45,084,414
Employee contributions$68,857,138
Employer contribution per active participant$4,449
Average account balance$169,039
Benefits paid to participants$196,991,436
Plan auditUnmodified (clean) audit opinion
AuditorPRICEWATERHOUSE COOPERS, LLP
Plan history4
Yearassets · accounts · employer contribution
2025$2.4B · 14,276 accts · $45.1M emplr
2024$2.2B · 15,020 accts · $42.6M emplr
2023$1.9B · 14,971 accts · $41.5M emplr
2022$1.7B · 16,736 accts · $44.8M emplr
The Assurant, Inc. 401(k) match · 2025
Employer contribution per active participant$4,449
Median for plans this size$5,084
2025$4,449 per active participant
2024$4,218 per active participant
2023$4,170 per active participant
2022$4,178 per active participant

Assurant, Inc.'s 2025 employer contribution ran below the $5,084 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$884,774
NEPC, LLC · Consulting · Investment advisory (plan)$73,500

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

Recordkeeper by year3
2025Vanguard
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$875,314 · 0.04%
2024$829,073 · 0.04%
2023$785,900 · 0.04%
2022$846,837 · 0.05%
Same employer
Similar plansManagement of Companies · Georgia
Iqvia Inc. NC$3.6B · 0.05%
Pearson Education Inc NJ$2.4B · 0.07%
W.R. Berkley Corporation CT$2.3B · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391126612 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.