Plan Snapshot
- Plan Sponsor: Hudiburg Auto Group, INC.
- Sponsor EIN: 731426691
- Sponsor Address: 6000 TINKER DIAGONAL, MIDWEST CITY, OK, 73110
- Plan Type: 401(k)
- Total Participants: 48
- Total Assets: $11.4M
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 | 48 | $11.4M | $32,289 | $211,326 |
| 2023 | 45 | $13.0M | $33,002 | $183,652 |
| 2022 | 36 | $15.4M | $206,208 | $1.1M |
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 |
|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | Other Service Provider | — | $17,523 | $17,523 |
| SWEENEY MONTGOMERY | Other Service Provider | — | $11,682 | $11,682 |
| ASCENSUS | Recordkeeper | — | $6,397 | $6,397 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,602
- Estimated Expense Ratio: 0.311% 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 | $33,735 | — | $33,735 | — | — |
| 2023 | $43,426 | — | $43,426 | — | — |
| 2022 | $38,065 | — | $38,065 | — | — |