Plan Snapshot
- Plan Sponsor: Haley Buick Gmc Truck, INC
- Sponsor EIN: 540719909
- Sponsor Address: 9811 MIDLOTHIAN TURNPIKE, RICHMOND, VA, 23235
- Plan Type: 401(k)
- Total Participants: 569
- Total Assets: $28.4M
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 | 569 | $28.4M | $122,459 | $1.7M |
| 2023 | 533 | $25.7M | $116,396 | $1.6M |
| 2022 | 513 | $23.6M | $111,650 | $1.6M |
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 |
|---|---|---|---|---|
| L2G, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- L2G, INC. — 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 | $127,036 | $74,575 | — | — | — |
| 2023 | $118,151 | $67,615 | — | — | — |
| 2022 | $119,470 | $66,229 | $53,241 | — | — |