Plan Snapshot
- Plan Sponsor: Automotive Systems Warehouse I
- Sponsor EIN: 251159111
- Sponsor Address: 4550 GIBSONIA RD, GIBSONIA, PA, 150447915
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 141
- Total Assets: $2.4M
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. |
|---|---|---|---|---|
| 2025 | 141 | $2.4M | $0 | $0 |
| 2024 | 145 | $1.6M | $174,656 | $309,063 |
| 2023 | 145 | $786,237 | $116,229 | $186,180 |
| 2022 | 133 | $380,156 | $0 | $43,942 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | Recordkeeper | $9,824 | — | $9,824 |
| CARNEGIE CAPITAL ASSET MANAGEMENT | Investment Advisor | $9,759 | — | $9,759 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,583
- Estimated Expense Ratio: 0.809% 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 |
|---|---|---|---|---|---|
| 2025 | $246,940 | $9,759 | $9,874 | — | — |
| 2024 | $65,381 | — | — | — | — |
| 2023 | $19,589 | — | — | — | — |
| 2022 | $96,113 | — | — | — | — |