Plan Snapshot
- Plan Sponsor: Auto Services Unlimited, LLC
- Sponsor EIN: 203870271
- Sponsor Address: 5755 GRANGER ROAD STE 777, INDEPENDENCE, OH, 44131
- Plan Type: 401(k)
- Total Participants: 464
- Total Assets: $3.6M
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 | 464 | $3.6M | $211,449 | $1.4M |
| 2023 | 485 | $2.3M | $253,795 | $1.3M |
| 2022 | 536 | $837,752 | $121,877 | $636,514 |
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 | $46,526 | — | $46,526 |
| MML INVESTORS SERVICES LLC | BROKER/ADVISER | — | $11,938 | $11,938 |
| CBIZ CPAS P.C | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,464
- Estimated Expense Ratio: 1.605% 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 | $46,526 | — | — | — | — |
| 2023 | $21,771 | — | — | — | — |
| 2022 | $4,507 | — | $4,507 | — | — |