Plan Snapshot
- Plan Sponsor: Giles Automotive, INC.
- Sponsor EIN: 760005644
- Sponsor Address: 6137 JOHNSTON STREET, LAFAYETTE, LA, 70503
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $4.4M
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 | 148 | $4.4M | $80,236 | $451,077 |
| 2023 | 192 | $3.9M | $0 | $479,014 |
| 2022 | 121 | $3.4M | $96,212 | $401,092 |
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 |
|---|---|---|---|---|
| SVADLENAK, SEE & CO. | Auditor | — | — | $0 |
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 | $27,850 | $17,454 | — | — | — |
| 2023 | $19,274 | $11,038 | — | — | — |
| 2022 | $22,025 | — | $22,025 | — | — |