Plan Snapshot
- Plan Sponsor: Expressway Dodge, INC.
- Sponsor EIN: 351816102
- Sponsor Address: 5531 E. INDIANA STREET, EVANSVILLE, IN, 47715
- Plan Type: 401(k)
- Total Participants: 237
- Total Assets: $22.6M
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 | 237 | $22.6M | $498,877 | $785,538 |
| 2023 | 218 | $21.6M | $531,114 | $814,266 |
| 2022 | 222 | $18.5M | $575,761 | $924,358 |
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 | $34,547 | — | $34,547 |
| OLD NATIONAL WEALTH MANAGEMENT | ADVISOR | $23,500 | — | $23,500 |
| WEINZAPFEL AND COMPANY, LLC | ACCOUNTANT/AUDITOR | $8,000 | — | $8,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- WEINZAPFEL AND COMPANY, LLC — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,047
- Estimated Expense Ratio: 0.292% 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 | $66,047 | $23,500 | $1,200 | $8,000 | — |
| 2023 | $60,392 | $23,500 | — | $6,600 | — |
| 2022 | $57,974 | — | — | — | — |