Plan Snapshot
- Plan Sponsor: H.A. Motors LLP
- Sponsor EIN: 593185456
- Sponsor Address: 7220 BLANDING BLVD, JACKSONVILLE, FL, 32244
- Plan Type: 401(k)
- Total Participants: 461
- Total Assets: $14.6M
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 | 461 | $14.6M | $503,566 | $2.3M |
| 2023 | 441 | $11.9M | $599,437 | $2.5M |
| 2022 | 489 | $8.5M | $382,731 | $2.4M |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | $8,000 | — | $8,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,000
- Estimated Expense Ratio: 0.055% 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 | $123,435 | $59,892 | — | $8,000 | — |
| 2023 | $97,407 | $44,322 | — | $8,000 | — |
| 2022 | $91,695 | $56,873 | $34,822 | — | — |