Plan Snapshot
- Plan Sponsor: Black'S Tire Service, INC.
- Sponsor EIN: 570828077
- Sponsor Address: 30 BITMORE RD, WHITEVILLE, NC, 284724928
- Plan Type: 401(k)
- Total Participants: 913
- Total Assets: $33.4M
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. |
|---|---|---|---|---|
| 2024 | 913 | $33.4M | $1.2M | $2.2M |
| 2023 | 443 | $28.6M | $1.1M | $2.0M |
| 2022 | 419 | $23.7M | $1.0M | $1.8M |
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 |
|---|---|---|---|---|
| FSC SECURITIES CORP | ADVISOR | $81,954 | — | $81,954 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $67,747 | — | $67,747 |
| OSAIC WEALTH INC | ADVISOR | $30,700 | — | $30,700 |
| BERNARD ROBINSON & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- OSAIC WEALTH INC — ADVISOR
- BERNARD ROBINSON & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $180,401
- Estimated Expense Ratio: 0.541% 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 | $180,401 | $112,654 | — | — | — |
| 2023 | $153,432 | $96,280 | — | — | — |
| 2022 | $155,601 | — | — | — | — |