Plan Snapshot
- Plan Sponsor: Kahlig Motor Company, INC. North Park Lexus Of San Antonio
- Sponsor EIN: 742705436
- Sponsor Address: 611 LOCKHILL SELMA, SAN ANTONIO, TX, 78216
- Plan Type: 401(k)
- Total Participants: 342
- Total Assets: $29.1M
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 | 342 | $29.1M | $388,000 | $2.3M |
| 2023 | 312 | $25.4M | $380,788 | $2.2M |
| 2022 | 289 | $20.4M | $360,000 | $1.9M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | INVESTMENT ADVISOR | $36,887 | — | $36,887 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $33,863 | — | $33,863 |
| APRIO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
- APRIO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,750
- Estimated Expense Ratio: 0.243% 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 | $70,750 | $36,887 | — | — | — |
| 2023 | $61,041 | $30,338 | — | — | — |
| 2022 | $59,694 | — | $59,694 | — | — |