Plan Snapshot
- Plan Sponsor: Allen Turner Automotive, INC.
- Sponsor EIN: 592343376
- Sponsor Address: 6501 PENSACOLA BLVD, PENSACOLA, FL, 32505
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 202 | $7.2M | $285,633 | $803,674 |
| 2023 | 184 | $6.5M | $316,414 | $870,443 |
| 2022 | 166 | $5.0M | $321,174 | $905,347 |
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 |
|---|---|---|---|---|
| HENDERSON, HUTCHERSON & MCCULLOUGH | 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 | $49,168 | — | $49,168 | — | — |
| 2023 | $40,511 | — | $40,511 | — | — |
| 2022 | $32,988 | — | $32,988 | — | — |