Plan Ledger DOL Form 5500 · updated monthly

Doxa Insurance Holdings, LLC401(k)

DOXA INSURANCE HOLDINGS, LLC 401(K) PLAN · FORT WAYNE, IN · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Doxa Insurance Holdings, LLC reported $138,021 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $3,912 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 1 year on file its reported administrative ratio rose from 0.28% to 0.30%. 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 271st-largest of 1,562 plans among Indiana employers on file, and the 1,591st of 4,798 in finance & insurance. In 2024, employees put in $2.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$53,086,313
Participants with balances566
Active participants469
Employer contributions$1,834,905
Employee contributions$4,011,580
Employer contribution per active participant$3,912
Average account balance$93,792
Benefits paid to participants$2,048,545
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$53.1M · 566 accts · $1.8M emplr
2023$39.9M · 426 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,227
Investment management$94,794
Total administrative$138,021
The Doxa Insurance Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$3,912
Median for plans this size$2,416
2024$3,912 per active participant
2023$3,290 per active participant

Doxa Insurance Holdings, 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 · 20243
NFP RETIREMENT INC · Investment advisory (plan)$83,291
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$43,437
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$11,503

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

Administrative cost history2
2024$138,021 · 0.30%
2023$100,984 · 0.28%
All plans at this employer2
DOXA INSURANCE HOLDINGS, LLC 401(K) PLAN401(k)
DOXA INSURANCE HOLDINGS, LLC 401(K) PLAN401(k)
Same employer
Similar plansFinance & Insurance · Indiana
First Financial Corporation IN$59.6M · 0.07%
Star Financial Group, Inc. IN$58.8M · 0.03%
Shepherd Insurance, LLC IN$55.7M · 0.30%
Pedcor Management Corp. IN$49.8M · 0.33%
Gregory & Appel Inc. IN$49.7M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474868271 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.