Plan Snapshot
- Plan Sponsor: Gandrud Auto Group
- Sponsor EIN: 450358624
- Sponsor Address: 919 AUTO PLAZA DRIVE, GREEN BAY, WI, 54302
- Plan Type: 401(k)
- Total Participants: 247
- Total Assets: $21.0M
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 | 247 | $21.0M | $436,745 | $1.1M |
| 2023 | 254 | $18.2M | $291,579 | $1.0M |
| 2022 | 228 | $15.4M | $337,802 | $978,784 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $26,550 | — | $26,550 |
| BRADY MARTZ & ASSOCIATES, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- BRADY MARTZ & ASSOCIATES, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,550
- Estimated Expense Ratio: 0.126% 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 | $26,550 | — | $26,550 | — | — |
| 2023 | $26,259 | — | $26,259 | — | — |
| 2022 | $23,199 | — | $23,199 | — | — |