Plan Snapshot
- Plan Sponsor: Autozone Puerto Rico
- Sponsor EIN: 200888882
- Sponsor Address: 123 SOUTH FRONT ST., MEMPHIS, TN, 381033607
- Plan Type: DC
- Total Participants: 1,433
- Total Assets: $5.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,433 | $5.8M | $333,022 | $830,324 |
| 2023 | 1,892 | $4.7M | $252,099 | $584,103 |
| 2022 | 1,875 | $3.5M | $249,563 | $535,567 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS — 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 | $82,958 | — | — | — | — |
| 2023 | $7,386 | — | — | — | — |
| 2022 | $10,360 | — | — | — | — |