# Jeff Wyler Automotive Family, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jeff-wyler-automotive-family-inc-401k-plan

> Jeff Wyler Automotive Family, INC.'s 401(k) plan: 1,506 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CAPITAL GROUP RETIREMENT PLAN SVCS.|RECORDKEEPER|$68,725|—|$68,725|

| LPL FINANCIAL, LLC|INVESTMENT ADVISOR|$64,560|—|$64,560|

| 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:** $133,285

- **Estimated Expense Ratio:** 0.219% 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|$105,764|$93,801|—|—|—|

| 2023|$109,661|$99,931|—|—|—|

| 2022|$95,494|$8,684|$86,810|—|—|

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