# Kahlig Motor Company, INC. North Park Lexus Of San Antonio 401(k) Plan
Source: https://planprovider.pro/companies/kahlig-motor-company-inc-north-park-lexus-of-san-antonio-401k-plan

> Kahlig Motor Company, INC. North Park Lexus Of San Antonio's 401(k) plan: 342 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## 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](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:** $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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kahlig-motor-company-inc-north-park-lexus-of-san-antonio-401k-plan)

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