Plan Snapshot
- Plan Sponsor: Alan Jay Automotive Management, INC.
- Sponsor EIN: 593533025
- Sponsor Address: 401 U.S. 27 SOUTH, SEBRING, FL, 33870
- Plan Type: 401(k)
- Total Participants: 321
- Total Assets: $10.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 321 | $10.6M | $446,025 | $769,520 |
| 2023 | 322 | $9.1M | $860,914 | $832,454 |
| 2022 | 367 | $7.3M | $335,288 | $738,118 |
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 |
|---|---|---|---|---|
| ROSENFELD AND COMPANY, PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $45,818 | — | $45,818 | — | — |
| 2023 | $115,315 | — | $115,315 | — | — |
| 2022 | $77,547 | — | $77,547 | — | — |