Plan Snapshot
- Plan Sponsor: Anderson Automotive Group, LLC
- Sponsor EIN: 461152475
- Sponsor Address: 9101 GLENWOOD AVENUE, RALEIGH, NC, 27617
- Plan Type: 401(k)
- Total Participants: 1,774
- Total Assets: $44.7M
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 | 1,774 | $44.7M | $1.5M | $6.0M |
| 2023 | 1,473 | $40.7M | $1.4M | $5.0M |
| 2022 | 787 | $24.8M | $876,557 | $3.6M |
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 |
|---|---|---|---|---|
| BRADY, MARTZ & ASSOCIATES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRADY, MARTZ & ASSOCIATES, P.C. — Auditor
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 | $255,294 | $16,986 | $600 | — | — |
| 2023 | $157,976 | $54,069 | — | — | — |
| 2022 | $149,900 | $60,604 | $89,296 | — | — |