Plan Snapshot
- Plan Sponsor: Kelley Automotive Group, LLC
- Sponsor EIN: 272098643
- Sponsor Address: 555 GRAND NATIONAL DR, FORT WAYNE, IN, 46804
- Plan Type: 401(k)
- Total Participants: 585
- Total Assets: $28.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 585 | $28.0M | $645,790 | $2.2M |
| 2023 | 546 | $24.3M | $543,034 | $1.8M |
| 2022 | 414 | $20.6M | $501,538 | $1.7M |
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 |
|---|---|---|---|---|
| ATM & COMPANY CPA'S | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $153,969 | — | — | — | — |
| 2023 | $110,189 | — | — | — | — |
| 2022 | $128,113 | — | — | — | — |