Back to filter
Original filing (PDF)20250807114732NAL0010818674001
AMERICAN INTEGRITY INSURANCE GROUP, LLC
Form 5500
FILING_RECEIVED
AMERICAN INTEGRITY 401(K) PLAN
401(k) retirement plan
Signals · 1
~78 bps in Sched C fees
Active participants
284
Accounts w/ balance
296
Plan assets (EOY)
$20.2M
Net assets (EOY)
$20.2M
How this plan invests
This plan
18 pooled trusts
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 78 bps in Schedule C fees — 170% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN INTEGRITY INSURANCE GROUP, LLC.
Plan sponsor
Name
AMERICAN INTEGRITY INSURANCE GROUP, LLC
EIN
20-5239410
Address
5426 BAY CENTER DRIVE SUITE 600 · TAMPA, FL · 336093444
Phone
(813) 880-7000
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
THOMAS HOWELL FERGUSON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $89K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC | 13-2638166 | — | INVESTMENT ADVISOR | $49K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT SOLUTIONS SPECIALISTS | 27-0293282 | — | THIRD PARTY ADMINISTRATO | $14K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Investments
26 direct securities · 18 pooled funds· $19.8M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$12.6M
18 holdings
Uncategorized
$7.1M
26 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $4.6M | 22.7% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $3.3M | 16.6% | |
| Ishares Russell S&P 500 Index | — | — | — | $2.0M | 9.8% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $1.9M | 9.6% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $1.8M | 9.1% | |
| American Century Ultra | — | — | — | $1.1M | 5.5% | |
| Guaranteed Interest Contract - General Account | — | — | — | $863K | 4.3% | |
| Ishares Russell US Aggregate Bond Index | — | — | — | $374K | 1.9% | |
| Ishares Russell Mid Cap Index | — | — | — | $340K | 1.7% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $299K | 1.5% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $275K | 1.4% | |
| American Funds New World | — | — | — | $252K | 1.2% | |
| American Funds Gr And Inc Port | — | — | — | $237K | 1.2% | |
| DFA Real Estate Securities | — | — | — | $223K | 1.1% | |
| American Funds New Perspective | — | — | — | $211K | 1.0% | |
| Ishares Russell 2000 Small Cap Index | — | — | — | $210K | 1.0% | |
| MFS International Growth | — | — | — | $197K | 1.0% | |
| Blackrock Mid Cap Growth Equity | — | — | — | $179K | 0.9% | |
| American Funds Capital INC BLDR | — | — | — | $148K | 0.7% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $146K | 0.7% | |
| American Century Small Cap Growth | — | — | — | $143K | 0.7% | |
| Hartford Equity Income | — | — | — | $139K | 0.7% | |
| MassMutual Overseas | — | — | — | $110K | 0.5% | |
| American Funds American Balanced | — | — | — | $93K | 0.5% | |
| Lord Abbett Bond Debenture | — | — | — | $84K | 0.4% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $66K | 0.3% | |
| DFA US Targeted Value | — | — | — | $56K | 0.3% | |
| PIMCO Real Return Instl | — | — | — | $51K | 0.3% | |
| Victory Sycamore Established Value | — | — | — | $46K | 0.2% | |
| American Funds Small Cap World | — | — | — | $39K | 0.2% | |
| INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $39K | 0.2% | |
| INDEXSELECT AGGRESSIVE 2065 FUND I GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $35K | 0.2% | |
| PGIM Total Return Bond | — | — | — | $32K | 0.2% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $24K | 0.1% | |
| MassMutual Core Bond | — | — | — | $18K | <0.1% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $8K | <0.1% | |
| IndexSelect Aggressive Retire Fund | — | — | — | $8K | <0.1% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $8K | <0.1% | |
| Invesco Gold & Special Minerals | — | — | — | $2K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2065 FUND GREAT GRAY · EIN 38-7275307 / PN 776 | Common Collective Trust | — | — | $2K | <0.1% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% |