Assuredpartners Investment Advisors LLC
Plan context: Assuredpartners Pep
EIN 85-0777552 • 3 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1,761
2024 Assets
$35,283,168
2024 Contributions
$6,720,576
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 1,761 | $35,283,168 | $6,720,576 | $3,816iApproximate average salary by contribution assumption: employee only about $95,409 at 4% or $63,606 at 6%; with 50% employer match about $63,606 at 4% or $42,404 at 6%; with 100% employer match about $47,704 at 4% or $31,803 at 6%. |
| Assuredpartners Pep | - | 1,761 | $35,283,168 | $6,720,576 | $3,816iApproximate average salary by contribution assumption: employee only about $95,409 at 4% or $63,606 at 6%; with 50% employer match about $63,606 at 4% or $42,404 at 6%; with 100% employer match about $47,704 at 4% or $31,803 at 6%. |
| 2023 | 1 | 923 | $25,634,075 | $4,475,551 | $4,849iApproximate average salary by contribution assumption: employee only about $121,223 at 4% or $80,815 at 6%; with 50% employer match about $80,815 at 4% or $53,877 at 6%; with 100% employer match about $60,611 at 4% or $40,408 at 6%. |
| Assuredpartners Pep | - | 923 | $25,634,075 | $4,475,551 | $4,849iApproximate average salary by contribution assumption: employee only about $121,223 at 4% or $80,815 at 6%; with 50% employer match about $80,815 at 4% or $53,877 at 6%; with 100% employer match about $60,611 at 4% or $40,408 at 6%. |
| 2022 | 1 | 735 | $8,294,855 | $1,179,207 | $1,604iApproximate average salary by contribution assumption: employee only about $40,109 at 4% or $26,739 at 6%; with 50% employer match about $26,739 at 4% or $17,826 at 6%; with 100% employer match about $20,055 at 4% or $13,370 at 6%. |
| Assuredpartners Pep | - | 735 | $8,294,855 | $1,179,207 | $1,604iApproximate average salary by contribution assumption: employee only about $40,109 at 4% or $26,739 at 6%; with 50% employer match about $26,739 at 4% or $17,826 at 6%; with 100% employer match about $20,055 at 4% or $13,370 at 6%. |