Plan Snapshot
- Plan Sponsor: Automotive Supply Associates, INC.
- Sponsor EIN: 020209740
- Sponsor Address: PO BOX 504, CONCORD, NH, 03301
- Plan Type: 401(k)
- Total Participants: 347
- Total Assets: $11.7M
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 | 347 | $11.7M | $218,219 | $375,347 |
| 2023 | 342 | $11.3M | $220,360 | $365,174 |
| 2022 | 343 | $11.5M | $208,350 | $348,856 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL LLC | Investment Advisor | $27,909 | — | $27,909 |
| STEPHEN ELDRIDGE & CO., INC. | Other Service Provider | $10,000 | $10,000 | $20,000 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $12,145 | — | $12,145 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,054
- Estimated Expense Ratio: 0.512% 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 | $47,356 | — | $47,356 | — | — |
| 2023 | $33,130 | — | $33,130 | — | — |
| 2022 | $24,998 | — | $24,998 | — | — |