# Burlington Automotive Group 401(k) Plan
Source: https://planprovider.pro/companies/burlington-automotive-group-401k-plan

> Burlington Automotive Group's 401(k) plan: 334 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Burlington Automotive Group

- **Sponsor EIN:** 232985205

- **Sponsor Address:** 4428 ROUTE 130, BURLINGTON, NJ, 08016

- **Plan Type:** 401(k)

- **Total Participants:** 334

- **Total Assets:** $14.7M

## 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|334|$14.7M|$301,904|$1.6M|

| 2023|304|$12.5M|$308,547|$1.6M|

| 2022|275|$8.9M|$288,336|$1.5M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$27,631|—|$27,631|

| LEGACY RETIREMENT SOLUTIONS LLC|CONTRACT ADMINISTRATOR|$11,225|$9,867|$21,092|

| LPL FINANCIAL LLC|OTHER SERVICES|—|$18,041|$18,041|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/equitable) — OTHER SERVICES

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $66,764

- **Estimated Expense Ratio:** 0.455% 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|$38,891|—|$38,891|—|—|

| 2023|$54,180|—|$38,605|$15,575|—|

| 2022|$28,989|—|$28,374|—|$615|

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