Plan Snapshot
- Plan Sponsor: Astorg Auto Of Charleston
- Sponsor EIN: 814207144
- Sponsor Address: 5 DUDLEY FARMS LANE, CHARLESTON, WV, 253580250
- Plan Type: 401(k)
- Total Participants: 336
- Total Assets: $17.4M
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 | 336 | $17.4M | $496,205 | $1.5M |
| 2023 | 295 | $14.8M | $453,013 | $1.4M |
| 2022 | 251 | $11.7M | $346,452 | $1.2M |
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 |
|---|---|---|---|---|
| METRO BENEFITS, INC. | CONTRACT ADMIN | $4,245 | $7,541 | $11,786 |
| BROWN, EDWARDS & COMPANY, L.L.P. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,786
- Estimated Expense Ratio: 0.068% 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 | $75,378 | — | — | — | — |
| 2023 | $62,892 | — | — | — | — |
| 2022 | $43,663 | — | — | — | $43,663 |