Plan Snapshot
- Plan Sponsor: Advanced Motorcars, INC. Dba Acura Of Omaha
- Sponsor EIN: 200839334
- Sponsor Address: 4211 SOUTH 144TH STREET, OMAHA, NE, 68137
- Plan Type: 401(k)
- Total Participants: 238
- Total Assets: $13.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 238 | $13.7M | $0 | $713,234 |
| 2023 | 237 | $13.3M | $0 | $689,086 |
| 2022 | 293 | $12.0M | $0 | $669,910 |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING | Investment Advisor | $61,111 | — | $61,111 |
| TPP RETIREMENT PLAN SPECIALISTS, LL | Other Service Provider | $5,341 | — | $5,341 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,452
- Estimated Expense Ratio: 0.484% 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 | $66,452 | $61,111 | — | — | — |
| 2023 | $61,106 | $56,086 | — | — | — |
| 2022 | $57,887 | — | $57,887 | — | — |