Plan Snapshot
- Plan Sponsor: Automasters Motor Co., INC. Dba The Automaster
- Sponsor EIN: 030221207
- Sponsor Address: ROUTE 7, SHELBURNE, VT, 05482
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 134 | $6.7M | $270,093 | $615,482 |
| 2023 | 129 | $6.5M | $243,387 | $518,035 |
| 2022 | 118 | $5.4M | $32,848 | $422,037 |
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 |
|---|---|---|---|---|
| MCSOLEY MCCOY & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCSOLEY MCCOY & CO. — Auditor
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 | $31,441 | $20,412 | $11,029 | — | — |
| 2023 | $26,226 | — | $26,245 | — | — |
| 2022 | $27,047 | — | $27,047 | — | — |