Plan Snapshot
- Plan Sponsor: Arlington Motor Company, INC
- Sponsor EIN: 591835181
- Sponsor Address: 10939 ATLANTIC BLVD, JACKSONVILLE, FL, 32225
- Plan Type: 401(k)
- Total Participants: 244
- Total Assets: $10.6M
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 | 244 | $10.6M | $348,106 | $1.1M |
| 2023 | 233 | $9.0M | $304,761 | $1.0M |
| 2022 | 196 | $7.7M | $268,950 | $929,228 |
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 |
|---|---|---|---|---|
| BISHOP & DRAPER, CPAS | 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 | $51,026 | $1,922 | $49,104 | — | — |
| 2023 | $43,649 | $1,662 | $41,987 | — | — |
| 2022 | $9,329 | $321 | $9,008 | — | — |