# Daniel Martin, INC. Dba Wilkie Lexus & Lexus Of Chester Springs 401(k) Plan
Source: https://planprovider.pro/companies/daniel-martin-inc-dba-wilkie-lexus-401k-plan

> Daniel Martin, INC. Dba Wilkie Lexus & Lexus Of Chester Springs's 401(k) plan: 140 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Daniel Martin, INC. Dba Wilkie Lexus & Lexus Of Chester Springs

- **Sponsor EIN:** 232565019

- **Sponsor Address:** 568 W. LANCASTER AVE., HAVERFORD, PA, 19041

- **Plan Type:** 401(k)

- **Total Participants:** 140

- **Total Assets:** $18.2M

## 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|140|$18.2M|$420,224|$640,712|

| 2023|136|$16.7M|$440,933|$627,919|

| 2022|138|$13.7M|$397,568|$627,442|

## 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|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-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|$11,798|—|$11,798|—|—|

| 2023|$100,185|$7,552|$14,053|$19,950|—|

| 2022|$18,084|—|—|—|$18,084|

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