Plan Snapshot
- Plan Sponsor: Jeff Wyler Automotive Family, INC.
- Sponsor EIN: 310842514
- Sponsor Address: 401 MILFORD PARKWAY, SUITE A, MILFORD, OH, 45150
- Plan Type: 401(k)
- Total Participants: 1,506
- Total Assets: $60.9M
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 | 1,506 | $60.9M | $206,115 | $6.3M |
| 2023 | 1,443 | $54.0M | $174,970 | $6.6M |
| 2022 | 1,491 | $44.2M | $249,592 | $6.9M |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & COMPANY | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $105,764 | $93,801 | — | — | — |
| 2023 | $109,661 | $99,931 | — | — | — |
| 2022 | $95,494 | $8,684 | $86,810 | — | — |