Plan Snapshot
- Plan Sponsor: Auto, Lllp Dba Autoinc
- Sponsor EIN: 751628221
- Sponsor Address: 901 S. FILLMORE STREET, SUITE 200, AMARILLO, TX, 79101
- Plan Type: 401(k)
- Total Participants: 500
- Total Assets: $23.5M
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 | 500 | $23.5M | $539,196 | $1.5M |
| 2023 | 511 | $22.2M | $607,006 | $1.7M |
| 2022 | 508 | $18.9M | $736,620 | $1.9M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $45,341 | — | $45,341 |
| JULY BUSINESS SERVICES | CONTRACT ADMIN | $40,049 | — | $40,049 |
| AMARILLO NATIONAL BANK | INVESTMENT ADVISOR | $29,148 | — | $29,148 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $11,118 | — | $11,118 |
| BOLINGER, SEGARS, GILBERT & MOSS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JULY BUSINESS SERVICES — CONTRACT ADMIN
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $125,656
- Estimated Expense Ratio: 0.534% 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 | $83,211 | $83,211 | — | — | — |
| 2023 | $71,730 | $71,730 | — | — | — |
| 2022 | $71,966 | $71,966 | — | — | — |