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

> Casey Auto Group, INC.'s 401(k) plan: 457 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CAPITAL GROUP RETIREMENT PLAN SERVI|RECORDKEEPER|$46,948|—|$46,948|

| UBS FINANCIAL SERVICES, INC.|INVESTMENT ADVISORY|$34,982|—|$34,982|

| PBMARES, LLP|TPA|$19,802|—|$19,802|

| BROWN, EDWARDS & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES, INC.](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISORY

- [PBMARES, LLP](https://planprovider.pro/provider/pbmares-llp) — TPA

- [BROWN, EDWARDS & COMPANY](https://planprovider.pro/provider/brown-edwards-and-company-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $101,732

- **Estimated Expense Ratio:** 0.454% 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|$85,509|—|$85,509|—|—|

| 2023|$81,137|—|$81,137|—|—|

| 2022|$72,012|—|$72,012|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/casey-auto-group-inc-401k-plan)

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