Plan Snapshot
- Plan Sponsor: Donald Automotive Group, LLC
- Sponsor EIN: 203121760
- Sponsor Address: 9300 E. INDEPENDENCE BLVD, MATTHEWS, NC, 28105
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $4.4M
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. |
|---|---|---|---|---|
| 2024 | 99 | $4.4M | $197,283 | $334,390 |
| 2023 | 59 | $4.7M | $234,278 | $425,825 |
| 2022 | 103 | $3.6M | $211,772 | $378,456 |
| 2015 | 98 | $1.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| LONG CPA, PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $24,031 | — | — | — | — |
| 2023 | $5,947 | $775 | — | — | — |
| 2022 | $5,314 | $4,364 | $950 | — | — |
| 2015 | $893 | — | $893 | — | — |