# Auto, Lllp Dba Autoinc 401(k) Plan
Source: https://planprovider.pro/companies/auto-lllp-dba-auto-inc-401k-plan

> Auto, Lllp Dba Autoinc&#39;s 401(k) plan: 500 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/auto-lllp-dba-auto-inc-401k-plan)

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