# Carr Auto Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/carr-auto-group-inc-401k-plan

> Carr Auto Group, INC.'s 401(k) plan: 259 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carr Auto Group, INC.

- **Sponsor EIN:** 930959413

- **Sponsor Address:** PO BOX 4545, BEAVERTON, OR, 970764545

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

- **Total Participants:** 259

- **Total Assets:** $22.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|259|$22.7M|$632,735|$1.1M|

| 2023|263|$20.0M|$650,105|$1.1M|

| 2022|253|$16.6M|$595,509|$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|

| PENSION PLAN SPECIALISTS, PC|TPA|$5,467|—|$5,467|

| WORTHY & COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WORTHY & COMPANY, LLC](https://planprovider.pro/provider/worthy-and-company-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,467

- **Estimated Expense Ratio:** 0.024% 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|$126,455|—|$120,988|—|—|

| 2023|$116,838|—|$111,888|—|—|

| 2022|$103,114|—|$103,114|—|—|

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