Plan Snapshot
- Plan Sponsor: Jim Keras Buick Co., INC.
- Sponsor EIN: 620989460
- Sponsor Address: 2080 COVINGTON PIKE, MEMPHIS, TN, 38128
- Plan Type: 401(k)
- Total Participants: 474
- Total Assets: $13.9M
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 | 474 | $13.9M | $53,599 | $1.9M |
| 2023 | 502 | $11.9M | $53,637 | $1.8M |
| 2022 | 340 | $9.5M | $45,459 | $1.6M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | INVESTMENT ADVISOR | $31,120 | — | $31,120 |
| WEST & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEST & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,120
- Estimated Expense Ratio: 0.224% 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 | $31,765 | $31,120 | — | — | — |
| 2023 | $46,006 | — | — | — | — |
| 2022 | $42,880 | $33,349 | $9,531 | — | — |