# Home Run Auto Group 401(k) Plan
Source: https://planprovider.pro/companies/home-run-auto-group-401k-plan

> Home Run Auto Group's 401(k) plan: 168 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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