# Faulkner Cadillac, INC. 401(k) Plan
Source: https://planprovider.pro/companies/faulkner-cadillac-inc-401k-plan

> Faulkner Cadillac, INC.'s 401(k) plan: 1,777 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Faulkner Cadillac, INC.

- **Sponsor EIN:** 232139345

- **Sponsor Address:** 4447 E. STREET RD., TREVOSE, PA, 19053

- **Plan Type:** 401(k)

- **Total Participants:** 1,777

- **Total Assets:** $122.3M

## 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|1,777|$122.3M|$2.4M|$8.4M|

| 2023|1,749|$108.0M|$2.2M|$7.6M|

| 2022|1,664|$91.7M|$2.1M|$7.3M|

| 2015|76|$14.5M|$180,258|$478,646|

## 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|

| BOYER & RITTER, LLC|Auditor|$25,000|—|$25,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $25,000

- **Estimated Expense Ratio:** 0.020% 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|$353,139|$49,303|—|$25,000|—|

| 2023|$305,268|$41,264|—|$26,750|—|

| 2022|$306,695|—|$306,695|—|—|

| 2015|—|—|—|—|—|

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