Plan Snapshot
- Plan Sponsor: Chris Auffenberg Ford, INC.
- Sponsor EIN: 431458848
- Sponsor Address: 1000 N. KIRKWOOD, KIRKWOOD, MO, 63122
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $12.0M
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 | 139 | $12.0M | $156,106 | $492,386 |
| 2023 | 142 | $10.7M | $186,881 | $502,380 |
| 2022 | 151 | $10.1M | $192,749 | $554,617 |
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 |
|---|---|---|---|---|
| KERBER, ECK & BRAECKEL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBER, ECK & BRAECKEL LLP — 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 | $64,578 | — | $8,197 | — | — |
| 2023 | $68,218 | — | $14,452 | — | — |
| 2022 | $63,215 | $45,257 | $17,958 | — | — |