Plan Snapshot
- Plan Sponsor: International Autos, INC.
- Sponsor EIN: 391825990
- Sponsor Address: 2400 SOUTH 108TH ST, WEST ALLIS, WI, 53227
- Plan Type: 401(k)
- Total Participants: 673
- Total Assets: $14.4M
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 | 673 | $14.4M | $257,264 | $1.6M |
| 2023 | 694 | $13.4M | $255,471 | $1.6M |
| 2022 | 661 | $11.0M | $228,870 | $1.6M |
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 | $84,857 | — | $84,857 |
| PLEXUS FINANCIAL SERVICES, LLC | OTHER | $15,000 | — | $15,000 |
| CASSELL PLAN AUDITS INC | AUDITOR | $9,500 | — | $9,500 |
| CASSELL PLAN AUDITS PC | Auditor | $9,500 | — | $9,500 |
| NATIONAL AUTOMOBILE DEALERS ASSOCIA | OTHER | $5,464 | — | $5,464 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,321
- Estimated Expense Ratio: 0.864% 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 | $119,718 | $458 | $1,707 | $9,500 | — |
| 2023 | $90,702 | — | — | $9,500 | — |
| 2022 | $81,893 | — | $81,893 | — | — |