Plan Snapshot
- Plan Sponsor: Bill Dodge Auto Group, INC.
- Sponsor EIN: 010459136
- Sponsor Address: PO BOX 9567, WESTBROOK, ME, 04098
- Plan Type: 401(k)
- Total Participants: 258
- Total Assets: $15.4M
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 | 258 | $15.4M | $196,267 | $1.4M |
| 2023 | 246 | $13.1M | $198,105 | $1.2M |
| 2022 | 221 | $11.0M | $178,183 | $1.1M |
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 |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL | INVESTMENT/FINANCIAL ADVI | $35,149 | — | $35,149 |
| ADP, INC. | RECORD KEEPER | $6,484 | — | $6,484 |
| ALBIN RANDALL & BENNETT | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERIPRISE FINANCIAL — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- ALBIN RANDALL & BENNETT — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,633
- Estimated Expense Ratio: 0.270% 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 | $41,633 | $35,149 | — | — | — |
| 2023 | $35,248 | $29,617 | — | — | — |
| 2022 | $34,036 | — | — | — | — |