Plan Snapshot
- Plan Sponsor: Dan Perkins Subaru, INC.
- Sponsor EIN: 061082099
- Sponsor Address: 143 BOSTON POST ROAD, MILFORD, CT, 06460
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 210
- Total Assets: $10.8M
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 | 210 | $10.8M | $0 | $0 |
| 2024 | 171 | $10.4M | $0 | $948,999 |
| 2023 | 161 | $9.5M | $0 | $814,939 |
| 2022 | 157 | $8.4M | $0 | $840,844 |
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 |
|---|---|---|---|---|
| GFS WEALTH MANAGEMENT ADVISORS, INC | Other Service Provider | $29,839 | — | $29,839 |
| STANCORP FINANCIAL | Other Service Provider | $26,571 | — | $26,571 |
| CARRON & BLETZER, PLLC | Other Service Provider | $6,500 | — | $6,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,910
- Estimated Expense Ratio: 0.584% 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 | $1,762,716 | $29,840 | $26,571 | $6,500 | — |
| 2024 | $62,439 | $27,131 | $23,158 | $12,150 | — |
| 2023 | $49,950 | — | $49,950 | — | — |
| 2022 | $61,990 | — | $61,990 | — | — |