Plan Snapshot
- Plan Sponsor: Geneva Enterprises, LLC D/B/A Rosenthal Automotive Group
- Sponsor EIN: 541570600
- Sponsor Address: 1902 ASSOCIATION DRIVE, RESTON, VA, 20191
- Plan Type: 401(k)
- Total Participants: 794
- Total Assets: $55.1M
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 | 794 | $55.1M | $0 | $2.8M |
| 2023 | 768 | $53.8M | $0 | $3.4M |
| 2022 | 812 | $46.2M | $0 | $3.0M |
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 |
|---|---|---|---|---|
| BDO USA, P.C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $138,154 | $30,000 | — | — | — |
| 2023 | $118,483 | $30,000 | $88,483 | — | — |
| 2022 | $106,368 | $30,000 | $75,468 | — | — |