Plan Snapshot
- Plan Sponsor: Autobarn Motors, Ltd.
- Sponsor EIN: 363832861
- Sponsor Address: 1015 CHICAGO AVENUE, EVANSTON, IL, 60202
- Plan Type: 401(k)
- Total Participants: 82
- Total Assets: $6.2M
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 | 82 | $6.2M | $73,769 | $315,411 |
| 2023 | 89 | $6.0M | $84,115 | $357,265 |
| 2022 | 103 | $5.1M | $85,673 | $389,382 |
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 |
|---|---|---|---|---|
| CASSELL PLAN AUDITS, INC. | 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 | $54,351 | — | $54,351 | — | — |
| 2023 | $50,301 | — | $50,301 | — | — |
| 2022 | $49,542 | — | $49,542 | — | — |