# Dan Wolf Automotive Group 401(k) Plan
Source: https://planprovider.pro/companies/dan-wolf-automotive-group-401k-plan

> Dan Wolf Automotive Group's 401(k) plan: 207 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — ADVISOR INVES TMENT MA

- [JOHN HANCOCK RETIREMENT PLAN SERVIC](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [WOODWARD & ASSOCIATES](https://planprovider.pro/provider/woodward-and-associates-inc) — 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|

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