Plan Snapshot
- Plan Sponsor: Family Dealership Group, LLC
- Sponsor EIN: 471341328
- Sponsor Address: 801 SOUTH BURLESON BOULEVARD, BURLESON, TX, 76028
- Plan Type: 401(k)
- Total Participants: 253
- Total Assets: $5.3M
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 | 253 | $5.3M | $96,852 | $678,941 |
| 2023 | 243 | $4.5M | $92,172 | $624,640 |
| 2022 | 186 | $3.3M | $102,333 | $688,856 |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | NONE | $25,580 | — | $25,580 |
| KESTRA ADVISORY | NONE | $23,630 | — | $23,630 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,210
- Estimated Expense Ratio: 0.926% 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 | $49,210 | $23,630 | $25,580 | — | — |
| 2023 | $10,904 | — | $10,904 | — | — |
| 2022 | $16,882 | — | $16,882 | — | — |