# Dick Smith Automotive Group 401(k) Plan
Source: https://planprovider.pro/companies/dick-smith-automotive-group-401k-plan

> Dick Smith Automotive Group&#39;s 401(k) plan: 243 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dick Smith Automotive Group

- **Sponsor EIN:** 570806423

- **Sponsor Address:** 9940 TWO NOTCH RD. COLUMBIA, COLUMBIA, SC, 29223

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

- **Total Participants:** 243

- **Total Assets:** $28.5M

## 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|243|$28.5M|$112,294|$1.1M|

| 2023|229|$25.4M|$138,416|$1.2M|

| 2022|224|$22.3M|$0|$1.3M|

## 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|

| JANNEY MONTGOMERY SCOTT LLC|ADVISOR|—|$56,263|$56,263|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$25,921|—|$25,921|

| BAUKNIGHT PIETRAS & STORMER, PA|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JANNEY MONTGOMERY SCOTT LLC](https://planprovider.pro/provider/janney-montgomery-scott-llc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BAUKNIGHT PIETRAS & STORMER, PA](https://planprovider.pro/provider/bauknight-pietras-and-stormer-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $82,184

- **Estimated Expense Ratio:** 0.289% 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|$25,921|—|—|—|—|

| 2023|$16,514|—|—|—|—|

| 2022|$22,315|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/dick-smith-automotive-group-401k-plan)

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