Plan Snapshot
- Plan Sponsor: Casey Auto Group, INC.
- Sponsor EIN: 541423677
- Sponsor Address: 813 DILIGENCE DRIVE, SUITE 116, NEWPORT NEWS, VA, 23606
- Plan Type: 401(k)
- Total Participants: 457
- Total Assets: $22.4M
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 | 457 | $22.4M | $422,145 | $1.2M |
| 2023 | 421 | $23.6M | $376,123 | $1.1M |
| 2022 | 392 | $21.4M | $348,625 | $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 |
|---|---|---|---|---|
| BROWN, EDWARDS & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN, EDWARDS & COMPANY — Auditor
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 | $85,509 | — | $85,509 | — | — |
| 2023 | $81,137 | — | $81,137 | — | — |
| 2022 | $72,012 | — | $72,012 | — | — |