# Earnhardt Managment Company 401(k) Plan
Source: https://planprovider.pro/companies/earnhardt-management-company-401k-plan

> Earnhardt Managment Company's 401(k) plan: 1,661 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Earnhardt Managment Company

- **Sponsor EIN:** 860394615

- **Sponsor Address:** 2121 NORTH ARIZONA AVENUE BUILDING, CHANDLER, AZ, 85225

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

- **Total Participants:** 1,661

- **Total Assets:** $75.8M

## 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|1,661|$75.8M|$0|$6.7M|

| 2023|1,587|$65.1M|$0|$6.5M|

| 2022|1,574|$56.2M|$0|$7.2M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$159,759|—|$159,759|

| CAPFINANCIAL PARTNERS LLC DBA CAPTR|INVESTMENT ADVISOR|$63,539|—|$63,539|

| EIDE BAILLY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [EIDE BAILLY](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $223,298

- **Estimated Expense Ratio:** 0.294% 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|$223,297|$52,866|—|—|—|

| 2023|$225,589|$71,621|—|—|—|

| 2022|$138,795|—|$87,091|—|$51,704|

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