# Ewald Automotive Group 401(k) Plan
Source: https://planprovider.pro/companies/ewald-automotive-group-401k-plan

> Ewald Automotive Group's 401(k) plan: 442 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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