Plan Snapshot
- Plan Sponsor: Demontrond Automotive Group, INC.
- Sponsor EIN: 741180066
- Sponsor Address: 14101 NORTH FREEWAY, HOUSTON, TX, 770906919
- Plan Type: 401(k)
- Total Participants: 826
- Total Assets: $21.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 826 | $21.4M | $280,061 | $2.3M |
| 2023 | 761 | $20.4M | $213,912 | $2.3M |
| 2022 | 864 | $18.7M | $329,664 | $2.8M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $121,033 | — | $121,033 |
| GLOBAL RETIREMENT PARTNERS LLC | SERVICE PROVIDER | — | $32,636 | $32,636 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $13,225 | — | $13,225 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — SERVICE PROVIDER
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $166,894
- Estimated Expense Ratio: 0.780% 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 | $134,258 | $18,210 | $110,748 | — | — |
| 2023 | $131,006 | $11,947 | $115,059 | — | — |
| 2022 | $54,918 | — | — | — | — |