Plan Snapshot
- Plan Sponsor: Haselwood Auto Group
- Sponsor EIN: 910782497
- Sponsor Address: 1100 OYSTER BAY AVE S, BREMERTON, WA, 98312
- Plan Type: 401(k)
- Total Participants: 503
- Total Assets: $31.4M
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 | 503 | $31.4M | $915,893 | $2.7M |
| 2023 | 470 | $27.4M | $966,537 | $2.7M |
| 2022 | 451 | $21.8M | $806,945 | $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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | RECORDKEEPER | $168,744 | — | $168,744 |
| HUNNEX & SHOEMAKER | TPA | $47,928 | — | $47,928 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — RECORDKEEPER
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $216,672
- Estimated Expense Ratio: 0.690% 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 | $192,670 | — | $192,670 | — | — |
| 2023 | $145,351 | — | $145,351 | — | — |
| 2022 | $126,236 | — | — | — | — |