# Donald Automotive Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/donald-automotive-group-llc-401k-plan

> Donald Automotive Group, LLC's 401(k) plan: 99 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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