Plan Snapshot
- Plan Sponsor: Heuberger Motors, INC.
- Sponsor EIN: 840604481
- Sponsor Address: 1080 MOTOR CITY DRIVE, COLORADO SPRINGS, CO, 80905
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $7.7M
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 | 0 | $7.7M | $179,784 | $554,023 |
| 2023 | 126 | $6.5M | $131,660 | $458,836 |
| 2022 | 144 | $5.4M | $119,796 | $357,675 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $48,646 | — | $48,646 |
| CETERA ADVISORS LLC | Investment Advisor | — | $24,746 | $24,746 |
| NATIONAL AUTOMOBILE DEALERS ASSOCIA | Other Service Provider | $8,108 | — | $8,108 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,500
- Estimated Expense Ratio: 1.064% 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 | $58,950 | — | $845 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $32,064 | — | $32,064 | — | — |