Plan Snapshot
- Plan Sponsor: Counselman Automotive Recyclin
- Sponsor EIN: 263648645
- Sponsor Address: 3019 SAINT STEPHENS RD, MOBILE, AL, 366121208
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 141
- Total Assets: $1.0M
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. |
|---|---|---|---|---|
| 2025 | 141 | $1.0M | $0 | $0 |
| 2022 | 100 | $769,964 | $40,684 | $168,412 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | Recordkeeper | $14,639 | — | $14,639 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,639
- Estimated Expense Ratio: 1.414% 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 |
|---|---|---|---|---|---|
| 2025 | $388,858 | $4,841 | $14,575 | — | — |
| 2022 | $118,159 | — | — | — | — |