# Joe Rizza Dealer Group 401(k) Plan
Source: https://planprovider.pro/companies/joe-rizza-dealer-group-401k-plan

> Joe Rizza Dealer Group's 401(k) plan: 287 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joe Rizza Dealer Group

- **Sponsor EIN:** 362943945

- **Sponsor Address:** 8150 W 159TH, ORLAND PARK, IL, 604624939

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

- **Total Participants:** 287

- **Total Assets:** $15.7M

## 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|287|$15.7M|$0|$1.3M|

| 2023|291|$13.8M|$0|$1.2M|

| 2022|292|$12.0M|$0|$1.3M|

## 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|

| JOHNSON, PETEREK & HOWSE, LLC|Auditor|$16,499|—|$16,499|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $16,499

- **Estimated Expense Ratio:** 0.105% 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|$111,385|$52,230|$42,656|$16,499|—|

| 2023|$86,782|$51,521|$18,762|$16,499|—|

| 2022|$137,954|$118,475|$19,479|—|—|

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