# Drj Investments, INC. Dba Don Jenkins Auto Group 401(k) Plan
Source: https://planprovider.pro/companies/drj-investments-inc-d-b-a-don-401k-plan

> Drj Investments, INC. Dba Don Jenkins Auto Group's 401(k) plan: 1,246 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Drj Investments, INC. Dba Don Jenkins Auto Group

- **Sponsor EIN:** 201193248

- **Sponsor Address:** 2025 SW COLLEGE ROAD, OCALA, FL, 34471

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

- **Total Participants:** 1,246

- **Total Assets:** $16.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,246|$16.8M|$73,789|$2.8M|

| 2023|1,008|$14.6M|$68,741|$2.7M|

| 2022|872|$10.9M|$74,007|$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|

| ADP, INC.|RECORDKEEPER|$77,074|—|$77,074|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$33,029|$1,517|$34,546|

| CROWE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $111,620

- **Estimated Expense Ratio:** 0.664% 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|$110,104|$83,208|—|—|—|

| 2023|$95,235|$31,919|—|—|—|

| 2022|$81,196|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/drj-investments-inc-d-b-a-don-401k-plan)

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