Plan Snapshot
- Plan Sponsor: Blue Grass Automotive, INC.
- Sponsor EIN: 610648690
- Sponsor Address: PO BOX 7366, LOUISVILLE, KY, 40257
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $10.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 155 | $10.8M | $125,000 | $724,800 |
| 2023 | 140 | $9.6M | $125,000 | $647,207 |
| 2022 | 128 | $7.7M | $125,908 | $577,395 |
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 |
|---|---|---|---|---|
| DEMING, MALONE, LIVESAY & OSTROFF | 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 | $59,848 | $16,536 | $39,442 | — | — |
| 2023 | $49,027 | $14,645 | $33,227 | — | — |
| 2022 | $42,680 | $12,441 | $28,619 | — | $1,620 |