# Heyward Allen Motor Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/heyward-allen-motor-company-inc-401k-plan

> Heyward Allen Motor Company, INC.'s 401(k) plan: 214 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Heyward Allen Motor Company, INC.

- **Sponsor EIN:** 581085509

- **Sponsor Address:** 2910 ATLANTA HIGHWAY, ATHENS, GA, 30606

- **Plan Type:** 401(k)

- **Total Participants:** 214

- **Total Assets:** $11.9M

## 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|214|$11.9M|$396,210|$757,016|

| 2023|203|$10.1M|$359,465|$748,147|

| 2022|185|$7.8M|$166,181|$623,070|

## 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|RECORDKEEPER|$31,731|—|$31,731|

| NWAM LLC DBA NORTHWEST ASSET|INVESTMENT ADVISOR|$16,403|—|$16,403|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$6,205|—|$6,205|

| BATES CARTER AND CO, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $54,339

- **Estimated Expense Ratio:** 0.455% 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|$54,339|$22,608|—|—|—|

| 2023|$42,280|$17,471|—|—|—|

| 2022|$50,644|—|$50,644|—|—|

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