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Original filing (PDF)20251015152807NAL0006609344001
DIGITAL INSURANCE, LLC
Form 5500
FILING_RECEIVED
DIGITAL INSURANCE, LLC 401(K) PLAN
401(k) retirement plan
Active participants
4,442
Accounts w/ balance
4,450
Plan assets (EOY)
$401.8M
Net assets (EOY)
$401.8M
How this plan invests
This plan
4 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIGITAL INSURANCE, LLC.
Plan sponsor
Name
DIGITAL INSURANCE, LLC
DBA
DIGITAL INSURANCE, LLC
EIN
58-2522668
Address
200 GALLERIA PARKWAY · SUITE 1950 · ATLANTA, GA · 30339
Phone
(770) 250-3007
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
2T · Default investment account (QDIA)
2J · 401(k) feature
2G · Total participant-directed accounts
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BENNETT THRASHER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $204K | — |
Investments
33 direct securities · 4 pooled funds· $403.8M(100% 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.
Uncategorized
$390.4M
33 holdings
Pooled Separate Account
$6.9M
1 holding
Common Collective Trust
$6.5M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX 235,343 # | — | — | — | $48.1M | 12.0% | |
| FID FDM IDX 2035 IPR 1,819,591 # | — | — | — | $42.5M | 10.6% | |
| FID FDM IDX 2040 IPR 1,319,852 # | — | — | — | $32.5M | 8.1% | |
| FID FDM IDX 2045 IPR 1,157,703 # | — | — | — | $30.0M | 7.5% | |
| FID FDM IDX 2050 IPR 1,121,608 # | — | — | — | $29.1M | 7.2% | |
| FID FDM IDX 2030 IPR 1,370,755 # | — | — | — | $27.6M | 6.9% | |
| JPM LG CAP GROWTH R6 272,351 # | — | — | — | $22.8M | 5.7% | |
| FID FDM IDX 2025 IPR 1,188,976 # | — | — | — | $22.1M | 5.5% | |
| FID FDM IDX 2055 IPR 907,884 # | — | — | — | $19.4M | 4.8% | |
| VANG INFO TEC IDX AD 55,126 # | — | — | — | $17.5M | 4.4% | |
| VANG EQUITY INC ADM 151,066 # | — | — | — | $13.3M | 3.3% | |
| FID FDM IDX 2060 IPR 611,994 # | — | — | — | $11.1M | 2.8% | |
| FID MID CAP IDX 289,948 # | — | — | — | $9.8M | 2.4% | |
| DFA GLBL EQUITY INST 239,574 # | — | — | — | $8.2M | 2.0% | |
| NYL ANCHOR ACCOUNT # | — | — | — | $6.9M | 1.7% | |
| NEW YORK LIFE INSURANCE COMPANY STABLE VALUE ACCOUNT · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $6.9M | 1.7% | |
| FID SM CAP IDX 243,937 # | — | — | — | $6.8M | 1.7% | |
| J H ENTERPRISE N 46,039 # | — | — | — | $6.6M | 1.6% | |
| FID INTL INDEX 104,815 # | — | — | — | $5.0M | 1.2% | |
| FID FDM IDX 2065 IPR 307,466 # | — | — | — | $4.5M | 1.1% | |
| J H TRITON N 154,559 # | — | — | — | $4.3M | 1.1% | |
| FID FDM IDX 2020 IPR 255,371 # | — | — | — | $4.0M | 1.0% | |
| BR TOTAL RETURN 6 GREAT GRAY TRUST COMPANY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $3.7M | 0.9% | |
| PGIM HIGH YIELD R6 661,932 # | — | — | — | $3.2M | 0.8% | |
| FID US BOND IDX 282,588 # | — | — | — | $2.9M | 0.7% | |
| MFS INTL DIVRSN R6 124,357 # | — | — | — | $2.8M | 0.7% | |
| GS SM CP VAL INS R6 48,056 # | — | — | — | $2.7M | 0.7% | |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $2.3M | 0.6% | |
| FID INTM TR BD IDX 223,494 # | — | — | — | $2.1M | 0.5% | |
| FID EMRG MKTS IDX 193,210 # | — | — | — | $2.0M | 0.5% | |
| FID REAL ESTATE IDX 75,827 # | — | — | — | $1.2M | 0.3% | |
| FID FDM IDX 2015 IPR 75,898 # | — | — | — | $1.1M | 0.3% | |
| NB STR MS FXD INC R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139862 / PN 639 | Common Collective Trust | — | — | $461K | 0.1% | |
| FID FDM IDX 2010 IPR 21,070 # | — | — | — | $270K | <0.1% | |
| FID FDM IDX INC IPR 8,156 # | — | — | — | $95K | <0.1% | |
| FID FDM IDX 2070 IPR 5,001 # | — | — | — | $52K | <0.1% | |
| FID GOVT MMKT 12,160 # | — | — | — | $12K | <0.1% |
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