Amwins Group, Inc. 401(k) Plan: Login, Facts & Contact Information

Amwins Group, Inc. 401(k) Plan Facts

Plan name
AMWINS GROUP, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
AMWINS GROUP, INC.
Participants
7,149 (6,644 active employees)
Former employees with a balance
838
Plan assets
$844,480,313 at Dec 31, 2024
Average account balance
$129,125 across 6,540 accounts
Employer contributions
$16,871,957 in plan year 2024 (19% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Oct 1, 1998
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $89.4 million went into the plan in contributions, $16.9 million of it from the employer (19%).
  • $47.9 million was paid out to participants.
  • Investment and other income added $110.8 million.
  • Administrative expenses were $690,374, about $106 per account.

How the Amwins Group, Inc. 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20194,289$393.5 million$7.93 million$20.5 million
20205,080$509.6 million$9.43 million$22.2 million
20215,498$629.9 million$10.8 million$30.3 million
20226,060$544.5 million$13.2 million$33.1 million
20236,604$692.9 million$15.0 million$41.2 million
20247,149$844.5 million$16.9 million$47.9 million

Amwins Group, Inc. 401(k) Contact Information

Phone
704-749-2700
Mailing address
4725 PIEDMONT ROW DRIVE SUITE 600, CHARLOTTE NC 28210
Plan sponsor
AMWINS GROUP, INC.
Employer identification number (EIN)
13-4009411
Plan number
001

Questions about the Amwins Group, Inc. 401(k)

Does Amwins Group, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $16.9 million, 19% of all contributions.

Does the Amwins Group, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Amwins Group, Inc 401(k) plan?

7,149 participants at the start of plan year 2024, 6,644 of them active employees, and 838 former employees who still had money in the plan.

What is the average 401(k) balance at Amwins Group, Inc?

About $129,125 per account: $844.5 million in plan assets across 6,540 accounts with a balance at the end of plan year 2024.

Who manages the Amwins Group, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Amwins Group, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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