Plan Snapshot
- Plan Sponsor: Anthony Wade, INC. Dba Stephen Wade Auto Center
- Sponsor EIN: 870393205
- Sponsor Address: 150 W AUTO MALL DRIVE, ST. GEORGE, UT, 84770
- Plan Type: 401(k)
- Total Participants: 771
- Total Assets: $21.5M
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 | 771 | $21.5M | $522,568 | $2.0M |
| 2023 | 571 | $18.8M | $606,992 | $2.0M |
| 2022 | 574 | $15.8M | $705,567 | $2.1M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C.. | Auditor | $27,245 | — | $27,245 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,245
- Estimated Expense Ratio: 0.127% 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 | $135,676 | $86,081 | — | $27,245 | — |
| 2023 | $101,142 | $80,202 | — | $12,921 | — |
| 2022 | $83,776 | — | — | — | — |