# Ken Vance Car City, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ken-vance-car-city-inc-401k-plan

> Ken Vance Car City, INC.'s 401(k) plan: 196 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ken Vance Car City, INC.

- **Sponsor EIN:** 043701792

- **Sponsor Address:** 2802 LORCH AVE, EAU CLAIRE, WI, 547019699

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

- **Total Participants:** 196

- **Total Assets:** $9.4M

## 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|196|$9.4M|$475,350|$749,743|

| 2023|164|$7.3M|$317,999|$533,134|

| 2022|103|$5.6M|$116,980|$275,138|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$57,177|—|$57,177|

| STIFEL NICOLAUS & COMPANY INC|OTHER SERVICES|—|$19,580|$19,580|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STIFEL NICOLAUS & COMPANY INC](https://planprovider.pro/provider/stifel-nicolaus-and-company-incorporated) — OTHER SERVICES

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $76,757

- **Estimated Expense Ratio:** 0.818% 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|$57,178|—|$57,178|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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