# Kahlig Enterprises, INC. Dba Bluebonnet Motors 401(k) Plan
Source: https://planprovider.pro/companies/kahlig-enterprises-inc-dba-bluebonnet-motors-401k-plan

> Kahlig Enterprises, INC. Dba Bluebonnet Motors's 401(k) plan: 246 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kahlig Enterprises, INC. Dba Bluebonnet Motors

- **Sponsor EIN:** 742340992

- **Sponsor Address:** 351 IH 35 SOUTH, NEW BRAUNFELS, TX, 78130

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

- **Total Participants:** 246

- **Total Assets:** $20.1M

## 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|246|$20.1M|$315,000|$1.3M|

| 2023|238|$19.0M|$302,684|$1.5M|

| 2022|222|$17.1M|$290,000|$1.5M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$30,706|—|$30,706|

| MORGAN STANLEY|INVESTMENT ADVISOR|$26,508|—|$26,508|

| APRIO, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [APRIO, LLP](https://planprovider.pro/provider/aprio-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $57,214

- **Estimated Expense Ratio:** 0.285% 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|$57,214|$26,508|—|—|—|

| 2023|$51,757|$24,011|—|—|—|

| 2022|$50,752|—|$50,752|—|—|

## Similar Plans

- [Jerry'S Gm, LLC](https://planprovider.pro/companies/jerry-s-gm-llc-401k-plan) — 248 participants

- [Don Davis Auto Group, INC.](https://planprovider.pro/companies/don-davis-auto-group-inc-401k-plan) — 242 participants

- [Parkway Chevrolet, INC.](https://planprovider.pro/companies/parkway-chevrolet-inc-401k-plan-002) — 250 participants

- [Russell & Smith Ford, INC.](https://planprovider.pro/companies/russell-smith-ford-inc-401k-plan) — 251 participants

- [Ed Hicks Imports](https://planprovider.pro/companies/ed-hicks-imports-401k-plan) — 253 participants

- [Family Dealership Group, LLC](https://planprovider.pro/companies/family-dealership-group-llc-401k-plan) — 253 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kahlig-enterprises-inc-dba-bluebonnet-motors-401k-plan)

© 2026 PlanProvider.Pro