Plan Snapshot
- Plan Sponsor: Capital Tire, INC.
- Sponsor EIN: 340894904
- Sponsor Address: 7001 INTEGRITY DR., ROSSFORD, OH, 43460
- Plan Type: 401(k)
- Total Participants: 180
- Total Assets: $9.2M
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 | 180 | $9.2M | $232,736 | $656,432 |
| 2023 | 178 | $8.3M | $240,576 | $633,814 |
| 2022 | 166 | $8.6M | $150,000 | $374,383 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN | 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 | $66,152 | $47,065 | — | — | — |
| 2023 | $54,361 | $36,103 | — | — | — |
| 2022 | $58,497 | — | $58,497 | — | — |