Plan Snapshot
- Plan Sponsor: Evans Toyota, INC.
- Sponsor EIN: 351045354
- Sponsor Address: 515 WEST COLISEUM BOULEVARD, FORT WAYNE, IN, 468081282
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $5.5M
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 | 102 | $5.5M | $166,418 | $448,012 |
| 2023 | 99 | $4.7M | $170,671 | $442,597 |
| 2022 | 71 | $3.7M | $206,909 | $406,618 |
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 |
|---|---|---|---|---|
| KATZ, SAPPER, AND MILLER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ, SAPPER, AND MILLER, LLP — Auditor
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 | $466,852 | — | $38,038 | — | — |
| 2023 | $272,414 | — | $31,149 | — | — |
| 2022 | $4,889 | — | — | — | — |