Plan Snapshot
- Plan Sponsor: Dave Wright Nissan Subaru, INC.
- Sponsor EIN: 420938412
- Sponsor Address: 999 BOYSON ROAD, HIAWATHA, IA, 52233
- Plan Type: 401(k)
- Total Participants: 65
- Total Assets: $6.2M
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 | 65 | $6.2M | $125,031 | $294,706 |
| 2023 | 62 | $5.6M | $142,588 | $330,216 |
| 2022 | 56 | $4.7M | $168,290 | $401,611 |
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 |
|---|---|---|---|---|
| BGHN ASSOCIATES, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BGHN ASSOCIATES, PC — 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 | $20,329 | — | — | — | — |
| 2023 | $20,015 | — | — | — | — |
| 2022 | $14,561 | — | — | — | — |