Plan Snapshot
- Plan Sponsor: Dan Wolf Automotive Group
- Sponsor EIN: 362720208
- Sponsor Address: 1488 OGDEN AVENUE, NAPERVILLE, IL, 60540
- Plan Type: 401(k)
- Total Participants: 207
- Total Assets: $17.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 207 | $17.3M | $191,122 | $1.3M |
| 2023 | 182 | $14.8M | $287,854 | $1.2M |
| 2022 | 192 | $13.0M | $189,069 | $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 |
|---|---|---|---|---|
| RAYMOND JAMES | ADVISOR INVES TMENT MA | $47,440 | — | $47,440 |
| JOHN HANCOCK RETIREMENT PLAN SERVIC | RECORDKEEPER | $36,496 | — | $36,496 |
| RETIREMENT SOLUTION GROUP | THIRD PARTY A DMINISTRATO | $7,876 | — | $7,876 |
| WOODWARD & ASSOCIATES | Auditor | $4,541 | — | $4,541 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES — ADVISOR INVES TMENT MA
- JOHN HANCOCK RETIREMENT PLAN SERVIC — RECORDKEEPER
- WOODWARD & ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,353
- Estimated Expense Ratio: 0.558% 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 | $96,353 | $47,440 | $36,496 | $4,541 | — |
| 2023 | $96,164 | $45,327 | $31,697 | $11,708 | — |
| 2022 | $87,508 | $45,561 | $33,594 | — | $8,353 |