# Dealers Warehouse Corporation 401(k) Plan
Source: https://planprovider.pro/companies/dealers-warehouse-corporation-401k-plan

> Dealers Warehouse Corporation's 401(k) plan: 216 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dealers Warehouse Corporation

- **Sponsor EIN:** 620450541

- **Sponsor Address:** 7580 THUNDER LANE, POWELL, TN, 37849

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

- **Total Participants:** 216

- **Total Assets:** $20.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|216|$20.0M|$489,847|$687,932|

| 2023|213|$17.3M|$445,402|$556,076|

| 2022|187|$15.3M|$579,057|$516,635|

## 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|

| RATHER & KITTRELL CAPITAL MGT|INVESTMENT ADVISOR|$41,401|—|$41,401|

| TENNESSEE PENSION ADMINISTRATORS|CONTRACT ADMIN|$20,269|—|$20,269|

| UNIFIED TRUST COMPANY|RECORDKEEPER|$14,918|—|$14,918|

| PUGH & COMPANY, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RATHER & KITTRELL CAPITAL MGT](https://planprovider.pro/provider/rather-and-kittrell-inc) — INVESTMENT ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $76,588

- **Estimated Expense Ratio:** 0.382% 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|$76,588|$41,401|$20,269|—|—|

| 2023|$53,106|$35,384|$8,653|—|—|

| 2022|$84,389|$13,969|$51,338|—|$19,082|

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