Plan Snapshot
- Plan Sponsor: Holzhauer Auto & Truck Sales, INC.
- Sponsor EIN: 371027077
- Sponsor Address: 17933 HOLZHAUER AUTOMALL DRIVE, NASHVILLE, IL, 62263
- Plan Type: 401(k)
- Total Participants: 206
- Total Assets: $4.3M
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 | 206 | $4.3M | $33,968 | $457,498 |
| 2023 | 208 | $3.9M | $35,519 | $468,888 |
| 2022 | 192 | $3.2M | $37,014 | $472,620 |
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 |
|---|---|---|---|---|
| HENDERSON HUTCHERSON & MCCULLOUGH | Auditor | — | — | $0 |
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 | $24,186 | $24,186 | — | — | — |
| 2023 | $24,649 | $24,649 | — | — | — |
| 2022 | $21,266 | $21,266 | — | — | — |