Plan Snapshot
- Plan Sponsor: Autohaus West, INC.
- Sponsor EIN: 430891342
- Sponsor Address: 3015 SOUTH HANLEY ROAD, ST LOUIS, MO, 631433613
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 95
- Total Assets: $60,781
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 95 | $60,781 | $907,396 | $233,186 |
| 2023 | 79 | $13,955 | $629,981 | $129,784 |
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 |
|---|---|---|---|---|
| CARAVUS | Investment Advisor | $35,705 | — | $35,705 |
| THE BENECON GROUP | Investment Advisor | $23,942 | — | $23,942 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $13,256 | — | $13,256 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,903
- Estimated Expense Ratio: 119.944% 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 | $1,099,893 | — | — | — | — |
| 2023 | $833,162 | — | — | — | — |