Plan Snapshot
- Plan Sponsor: Gerald Jones Automotive Group
- Sponsor EIN: 581181145
- Sponsor Address: 4022 WASHINGTON ROAD, AUGUSTA, GA, 30907
- Plan Type: 401(k)
- Total Participants: 342
- Total Assets: $10.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 342 | $10.7M | $81,715 | $908,175 |
| 2023 | 294 | $10.1M | $73,854 | $953,680 |
| 2022 | 250 | $8.1M | $69,544 | $908,573 |
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 |
|---|---|---|---|---|
| FIRETHORN WEALTH PARTNERS | RIA | $36,089 | — | $36,089 |
| SKIBBIE CPA INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,089
- Estimated Expense Ratio: 0.336% 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 | $99,441 | $36,089 | $63,352 | — | — |
| 2023 | $68,842 | — | — | — | — |
| 2022 | $58,663 | $28,275 | $30,388 | — | — |