# Jeff Schmitt Auto Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jeff-schmitt-auto-group-inc-401k-plan

> Jeff Schmitt Auto Group, INC.'s 401(k) plan: 308 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jeff Schmitt Auto Group, INC.

- **Sponsor EIN:** 310515803

- **Sponsor Address:** PO BOX 152, FAIRBORN, OH, 45324

- **Plan Type:** 401(k)

- **Total Participants:** 308

- **Total Assets:** $8.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|308|$8.5M|$126,862|$725,058|

| 2023|313|$7.2M|$132,707|$762,132|

| 2022|310|$6.4M|$127,847|$756,402|

## 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|

| EDWARD JONES|INVESTMENT ADVISOR|$26,389|—|$26,389|

| DYNAMIC PENSION SERVICES, INC.|TPA|$13,298|—|$13,298|

| BRADY WARE & SCHOENFELD, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BRADY WARE & SCHOENFELD, INC.](https://planprovider.pro/provider/brady-ware-and-schoenfeld-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $39,687

- **Estimated Expense Ratio:** 0.467% 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|$40,211|—|$40,211|—|—|

| 2023|$37,413|—|$37,413|—|—|

| 2022|$33,408|$33,408|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jeff-schmitt-auto-group-inc-401k-plan)

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