Plan Snapshot
- Plan Sponsor: Don Ayres Pontiac, INC
- Sponsor EIN: 351173293
- Sponsor Address: 4740 LIMA RD, FT. WAYNE, IN, 46808
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 133
- Total Assets: $8.7M
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. |
|---|---|---|---|---|
| 2023 | 133 | $8.7M | $170,056 | $814,046 |
| 2022 | 126 | $7.7M | $156,439 | $798,977 |
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 |
|---|---|---|---|---|
| PAI | Recordkeeper | $638,543 | — | $638,543 |
| EDWARD JONES | Investment Advisor | $21,771 | — | $21,771 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $660,314
- Estimated Expense Ratio: 7.629% 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 |
|---|---|---|---|---|---|
| 2023 | $43,680 | $5,218 | $5,717 | — | — |
| 2022 | $42,325 | — | $42,325 | — | — |