Plan Snapshot
- Plan Sponsor: Ewald Automotive Group
- Sponsor EIN: 391766730
- Sponsor Address: 2700 GOLF ROAD, DELAFIELD, WI, 53018
- Plan Type: 401(k)
- Total Participants: 442
- Total Assets: $33.8M
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 | 442 | $33.8M | $282,257 | $1.8M |
| 2023 | 400 | $28.8M | $300,753 | $1.7M |
| 2022 | 310 | $24.1M | $269,025 | $1.7M |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | NONE | $52,992 | — | $52,992 |
| BAKER TILLY US, LLP | NONE | $15,090 | — | $15,090 |
| ONEAMERICA INVESTMENT ADVISORY SVCS | NONE | $8,804 | — | $8,804 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,886
- Estimated Expense Ratio: 0.227% 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 | $76,886 | $8,804 | — | $15,090 | — |
| 2023 | $74,820 | $11,015 | — | $12,500 | — |
| 2022 | $78,267 | $13,776 | — | — | $64,491 |