# Alan Jay Automotive Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/alan-jay-automotive-management-inc-401k-plan

> Alan Jay Automotive Management, INC.'s 401(k) plan: 321 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PENSION FINANCIAL SERVICES|Other Service Provider|$19,328|—|$19,328|

| FIDUCIARY WISE, LLC|Other Service Provider|$5,616|—|$5,616|

| 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:** $24,944

- **Estimated Expense Ratio:** 0.234% 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|$45,818|—|$45,818|—|—|

| 2023|$115,315|—|$115,315|—|—|

| 2022|$77,547|—|$77,547|—|—|

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