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Original filing (PDF)20250801054914NAL0015158962001
AMERISAFE, INC.
Form 5500
FILING_RECEIVED
AMERISAFE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
353
Accounts w/ balance
457
Plan assets (EOY)
$44.8M
Net assets (EOY)
$44.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
29 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 (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERISAFE, INC..
Plan sponsor
Name
AMERISAFE, INC.
EIN
75-2069407
Address
2301 HWY 190 WEST · DERIDDER, LA · 70634
Phone
(337) 460-3675
Industry
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
2025-08-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LANGLEY, WILLIAMS & CO., LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $63K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LANGLEY, WILLIAMS & COMPANY, L.L.C. | 72-0847443 | — | ACCOUNTANT | $12K | — |
Investments
27 direct securities · 2 pooled funds· $44.1M(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.
Registered Investment Companies
$39.7M
27 holdings
Common Collective Trust
$4.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY BLUE CHIP GROWTH FUND | Registered Investment Companies | — | — | $6.2M | 13.9% | |
| STATE ST S&P 500 IDX VI STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 341 | Common Collective Trust | — | — | $4.1M | 9.2% | |
| FIDELITY CONTRAFUND | Registered Investment Companies | — | — | $3.3M | 7.3% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $3.2M | 7.2% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $3.0M | 6.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $2.3M | 5.1% | |
| FIDELITY PURITAN FUND | Registered Investment Companies | — | — | $2.1M | 4.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $2.0M | 4.5% | |
| ALLSPRING COMMON STOCK INST | Registered Investment Companies | — | — | $1.7M | 3.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.7M | 3.8% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $1.6M | 3.6% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $1.5M | 3.3% | |
| PRI MID CAP VALUE I - INST | Registered Investment Companies | — | — | $1.4M | 3.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.4M | 3.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.3M | 2.8% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.1M | 2.5% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $965K | 2.2% | |
| PRINCIPAL EQUITY INC - INSTL | Registered Investment Companies | — | — | $884K | 2.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $882K | 2.0% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $851K | 1.9% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $838K | 1.9% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $518K | 1.2% | |
| STATE ST S&P MD CP IDX NL F STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 345 | Common Collective Trust | — | — | $363K | 0.8% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $221K | 0.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $182K | 0.4% | |
| VANGUARD GNMA ADM | Registered Investment Companies | — | — | $179K | 0.4% | |
| AMERCENT INFL ADJ BD R5 | Registered Investment Companies | — | — | $154K | 0.3% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $12K | <0.1% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $12K | <0.1% |