Plan Snapshot
- Plan Sponsor: Glenbrook Dodge, INC.
- Sponsor EIN: 351446777
- Sponsor Address: 100 W COLISEUM BLVD, FORT WAYNE, IN, 468051006
- Plan Type: 401(k)
- Total Participants: 330
- Total Assets: $15.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 330 | $15.9M | $238,033 | $1.1M |
| 2023 | 324 | $14.0M | $280,357 | $1.2M |
| 2022 | 308 | $11.6M | $286,264 | $1.2M |
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 |
|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | Investment Advisor | $25,000 | — | $25,000 |
| EMPOWER ANNUITY INSURNACE COMPANY | Recordkeeper | $21,674 | — | $21,674 |
| RETIREMENT PLAN CONCEPTS & SERVICES | Other Service Provider | $18,156 | — | $18,156 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $7,802 | — | $7,802 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,632
- Estimated Expense Ratio: 0.458% 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 | $55,653 | $50,653 | $5,000 | — | — |
| 2023 | $51,154 | — | $11,625 | — | — |
| 2022 | $40,046 | — | — | — | — |