# Haley Buick Gmc Truck, INC 401(k) Plan
Source: https://planprovider.pro/companies/haley-buick-gmc-truck-inc-401k-plan

> Haley Buick Gmc Truck, INC's 401(k) plan: 569 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| RAYMOND JAMES|INVESTMENT ADVISOR|$59,899|—|$59,899|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$52,461|—|$52,461|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$14,676|—|$14,676|

| L2G, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [L2G, INC.](https://planprovider.pro/provider/l2g-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $127,036

- **Estimated Expense Ratio:** 0.447% 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|$127,036|$74,575|—|—|—|

| 2023|$118,151|$67,615|—|—|—|

| 2022|$119,470|$66,229|$53,241|—|—|

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