Plan Snapshot
- Plan Sponsor: Jeff Wyler Automotive Family, INC.
- Sponsor EIN: 310842514
- Sponsor Address: 401 MILFORD PARKWAY, SUITE A, MILFORD, OH, 45150
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,619
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,619 | $2.5M | $9.3M | $4.7M |
| 2023 | 1,608 | $2.8M | $10.5M | $3.5M |
| 2022 | 1,489 | $2.2M | $11.0M | $3.2M |
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 |
|---|---|---|---|---|
| COMMUNITY INSURANCE COMPANY | Other Service Provider | $768,800 | — | $768,800 |
| NFP CORPORATE SERVICES OH INC. | Other Service Provider | — | $85,808 | $85,808 |
| MCGOHAN BRABENDER AGENCY INC. | Other Service Provider | — | $64,398 | $64,398 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $919,006
- Estimated Expense Ratio: 36.816% 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 | $584,747 | — | $584,747 | — | — |
| 2023 | $7,158 | — | $7,158 | — | — |
| 2022 | $5,681 | — | $5,681 | — | — |