Plan Snapshot
- Plan Sponsor: Bob Howard German Imports, LLC D
- Sponsor EIN: 731561047
- Sponsor Address: 14240 BROADWAY EXTENSION, EDMOND, OK, 73013
- Plan Type: 401(k)
- Total Participants: 209
- Total Assets: $13.8M
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 | 209 | $13.8M | $329,318 | $1.0M |
| 2023 | 185 | $11.6M | $302,475 | $1.1M |
| 2022 | 179 | $9.4M | $372,836 | $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 |
|---|---|---|---|---|
| SMITH AND HOWARD, P.C. | 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 | $42,872 | — | — | — | — |
| 2023 | $37,929 | $4,512 | — | — | — |
| 2022 | $33,000 | — | — | — | — |