Plan Snapshot
- Plan Sponsor: Barrett-Jackson Auction Company, L.L.C.
- Sponsor EIN: 860857597
- Sponsor Address: 15555 N. 79TH PLACE, SCOTTSDALE, AZ, 85260
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $5.6M
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 | 139 | $5.6M | $359,219 | $740,423 |
| 2023 | 124 | $4.2M | $291,307 | $624,927 |
| 2022 | 123 | $3.2M | $219,954 | $474,102 |
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 |
|---|---|---|---|---|
| FIDUCIARY OUTSOURCING, LLC DBA PMA | Recordkeeper | $26,052 | — | $26,052 |
| WELLS FARGO CLEARING SERVCIES, LLC | Other Service Provider | $24,493 | — | $24,493 |
| TRANSAMERICA RETIRMENT SOLUTIONS, L | Recordkeeper | $20,899 | — | $20,899 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIRMENT SOLUTIONS, L — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,444
- Estimated Expense Ratio: 1.279% 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 | $74,859 | $74,859 | — | — | — |
| 2023 | $66,334 | $18,079 | $48,255 | — | — |
| 2022 | $45,072 | — | $45,072 | — | — |