Plan Snapshot
- Plan Sponsor: Dealer Tire, LLC
- Sponsor EIN: 384288032
- Sponsor Address: 7012 EUCLID AVENUE, CLEVELAND, OH, 44103
- Plan Type: 401(k)
- Total Participants: 5,871
- Total Assets: $419.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,871 | $419.4M | $11.3M | $31.7M |
| 2023 | 5,767 | $345.0M | $11.2M | $28.8M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $361,359 | — | $361,359 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $115,505 | — | $115,505 |
| RSM US LLP | ACCOUNTANT/AUDITOR | $57,900 | — | $57,900 |
| CLEARSTEAD ADVISORS, LLC | INVESTMENT ADVISOR | $42,270 | — | $42,270 |
| CBIZ INV. ADVISORY SERVICES, LLC | CONSULTANT | $37,152 | — | $37,152 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- RSM US LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $614,186
- Estimated Expense Ratio: 0.146% 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 | $618,541 | $194,927 | $1,800 | $57,900 | — |
| 2023 | $495,175 | $112,355 | $2,100 | $30,000 | — |