Plan Snapshot
- Plan Sponsor: Bachman Auto Group, INC.
- Sponsor EIN: 611083122
- Sponsor Address: 9650 BLUEGRASS PKWY, LOUISVILLE, KY, 402991902
- Plan Type: 401(k)
- Total Participants: 390
- Total Assets: $29.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 390 | $29.1M | $286,360 | $1.6M |
| 2023 | 362 | $25.4M | $272,937 | $1.6M |
| 2022 | 371 | $21.2M | $263,375 | $1.5M |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
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 | $110,849 | — | $110,849 | — | — |
| 2023 | $92,425 | — | $92,425 | — | — |
| 2022 | $86,700 | — | $86,700 | — | — |