Plan Snapshot
- Plan Sponsor: Home Run Auto Group
- Sponsor EIN: 391173671
- Sponsor Address: 2627 MORSE ST., JANESVILLE, WI, 53545
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $13.2M
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 | 168 | $13.2M | $252,374 | $1.0M |
| 2023 | 156 | $12.7M | $243,155 | $981,546 |
| 2022 | 139 | $11.4M | $239,966 | $933,538 |
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 | $46,628 | — | $46,628 |
| BAKER TILLY VIRCHOW KRAUSE, LLP | AUDITOR | $19,539 | — | $19,539 |
| BAKER TILLY US, LLP | Auditor | $19,539 | — | $19,539 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,706
- Estimated Expense Ratio: 0.647% 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 | $68,400 | $2,233 | — | $19,539 | — |
| 2023 | $62,964 | $1,555 | — | $16,275 | — |
| 2022 | $62,914 | — | $62,914 | — | — |