Plan Snapshot
- Plan Sponsor: Ewing Buick - Plano, L.P., D/B/A Ewing Automotive Group
- Sponsor EIN: 751098699
- Sponsor Address: 6455 DALLAS PARKWAY, PLANO, TX, 75024
- Plan Type: 401(k)
- Total Participants: 555
- Total Assets: $18.9M
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 | 555 | $18.9M | $324,650 | $2.1M |
| 2023 | 458 | $16.1M | $276,862 | $1.7M |
| 2022 | 402 | $12.7M | $191,143 | $1.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $27,449 | — | $27,449 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $9,123 | — | $9,123 |
| LANE GORMAN TRUBITT | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- LANE GORMAN TRUBITT — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,572
- Estimated Expense Ratio: 0.194% 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 | $36,573 | $9,123 | — | — | — |
| 2023 | $28,868 | $6,759 | — | — | — |
| 2022 | $36,627 | $4,429 | — | — | — |