Providers › Accounting and auditing
Service provider · Schedule C, plan year 2024
Assurance Dimensions
Most often reported for accounting and auditing
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Assurance Dimensions is named as a service provider on the Schedule C of 29 retirement plans with 100 or more participants for plan year 2024, covering 43,244 participant records. Most often it is reported for accounting and auditing.
Reported compensation from those plans, direct and indirect, totalled $277K. Per plan, the median was $11.49 per participant, with the middle half of plans between $5.77 and $22.68. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Florida (20), Virginia (1) and Illinois (1).
In 2010 it appeared on 6 such filings; in 2024, 29. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $5.77 | $11.49 | $22.68 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.05% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Chico's Fas, Inc. 401(k) Elective Deferral Plan | Chico's Fas, Inc. | FL | 11,612 | $195M | $13K |
| Pga Tour Employees Savings Plan | Pga Tour, Inc. | FL | 4,492 | $291M | $8,000 |
| Driftwood Hospitality Management, Inc. 401(k) Plan | Driftwood Hospitality Management, LLC | FL | 3,994 | $32.9M | $8,500 |
| Digital Management, LLC 401(k) Plan | Digital Management, LLC | MD | 2,965 | $196M | $17K |
| Pods Enterprises, LLC Non-Union 401(k) Savings Plan | Pods Enterprises, LLC | FL | 2,338 | $68.3M | $7,500 |
| Pga Tour Employees Retirement Plan | Pga Tour, Inc. | FL | 2,058 | $339M | $9,500 |
| Meduit, LLC 401(k) Retirement Plan | Meduit. LLC Ilk/a Receivables | NC | 1,804 | $49.1M | $7,500 |
| KNOWBE4, Inc. 401(k) Profit Sharing Plan & Trust | KNOWBE4, Inc. | FL | 1,473 | $57.2M | $8,500 |
| Guidepoint Security, LLC 401(k) Plan | Guidepoint Security, LLC | VA | 1,111 | $71.0M | $10K |
| US Eye 40(K) Retirement Savings Plan | CFS Management, LLC | FL | 1,077 | $39.9M | $17K |
| City Facilities Management (US) LLC 401(k) Plan | City Facilities Management (US) LLC | FL | 1,020 | $45.4M | $6,500 |
| Profit Sharing and 401(k) Plan for Employees of Carlton Fields | Carlton Fields, P.A. | FL | 957 | $316M | $11K |
| Aerodyne Industries LLC 401 K Profit Sharing Plan | Aerodyne Industries LLC | FL | 943 | $70.1M | $8,000 |
| Syniverse Technologies Savings Plan | Syniverse Technologies LLC | FL | 895 | $176M | $10K |
| Stanadyne LLC Savings Plus Plan | Stanadyne LLC | SC | 841 | $62.9M | $19K |
| Exactech, Inc. 401(k) Profit Sharing Plan | Exactech, Inc. | FL | 737 | $70.0M | $9,000 |
| Onerorx, Inc. 401(k) Plan | Onerorx, Inc. | IA | 727 | $18.4M | $7,500 |
| H.A. Motors LLP Retirement Plan and Trust | H.A. Motors LLP | FL | 634 | $14.6M | $8,000 |
| Nextech Systems, LLC 401(k) Plan | Nextech Systems, LLC | FL | 590 | $30.3M | $7,500 |
| Community First Credit Union of Florida Salary Savings Plan | Community First Credit Union of | FL | 519 | $26.4M | $5,005 |
| Barfield, Inc. 401(k) Savings Plan | Barfield, Inc. | FL | 479 | $20.0M | $8,000 |
| Lighthouse HR Services,llc 401(k) Plan | Lighthouse HR Services, LLC | FL | 441 | $14.6M | $10K |
| 626 Holdings Retirement Plan | 626 Holdings Equity LLC | FL | 304 | $6.3M | $11K |
| Hurst Boiler & Welding Co., Inc. 401(k) Plan | Hurst Boiler & Welding Co., Inc. | GA | 274 | $16.3M | $8,000 |
| Motivus, LLC 401(k) Plan | Motivus, LLC | TX | 244 | $20.0M | $8,000 |
| Crown Products Co., Inc. 401(k) Profit Sharing | Crown Products Company, Inc. | FL | 235 | $7.1M | $7,580 |
| JSC Systems, Inc. 401(k) Profit Sharing Plan & Trust | JSC Systems, Inc. | FL | 204 | $4.4M | $10K |
| Pioneer Construction 401(k) Plan | Pioneer Construction Co. | PA | 146 | $7.1M | $8,000 |
| Galilee Medical 401(k) | Galilee Medical | IL | 130 | $811K | $9,000 |
Questions and answers
How many plans does Assurance Dimensions serve?
29 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Assurance Dimensions?
The median plan reported $11.49 per participant in direct and indirect compensation (29 plans reporting an amount), or 0.02% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Accounting (including auditing) (25 plans), Recordkeeping and information management (1 plans) and Consulting (pension) (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.