Plan Snapshot
- Plan Sponsor: Indigo Auto Group
- Sponsor EIN: 823350700
- Sponsor Address: 13911 NORTH FREEWAY, HOUSTON, TX, 77090
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $115,803 | $962,189 |
| 2023 | 794 | $22.6M | $546,947 | $4.6M |
| 2022 | 683 | $15.5M | $463,674 | $3.9M |
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 AGENCY INC | INVESTMENT/FINANCIAL ADVI | $84,952 | — | $84,952 |
| ADP, INC. | RECORD KEEPER | $28,006 | — | $28,006 |
| SVADLENAK SEE & COMPANY P. C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $112,958
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 | $14,700 | $12,584 | — | — | — |
| 2023 | $56,480 | $42,477 | — | — | — |
| 2022 | $44,106 | — | — | — | — |