Plan Snapshot
- Plan Sponsor: Advanced Auto Trends, INC.
- Sponsor EIN: 382300598
- Sponsor Address: 2230 METAMORA ROAD, OXFORD, MI, 48371
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 178 | $6.5M | $14,400 | $358,712 |
| 2023 | 187 | $5.8M | $0 | $340,407 |
| 2022 | 171 | $5.4M | $11,018 | $280,682 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $17,099 | — | $17,099 |
| FREEDMAN & GOLDBERG | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,099
- Estimated Expense Ratio: 0.264% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $17,099 | — | — | — | — |
| 2023 | $22,000 | — | — | $22,000 | — |
| 2022 | $18,657 | — | $18,657 | — | — |