Plan Snapshot
- Plan Sponsor: Larry Roesch Family Auto Group
- Sponsor EIN: 362894859
- Sponsor Address: 200 WEST GRAND AVENUE, ELMHURST, IL, 60126
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $9.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 124 | $9.4M | $83,034 | $291,873 |
| 2023 | 121 | $9.3M | $81,102 | $298,533 |
| 2022 | 121 | $7.8M | $85,714 | $320,686 |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $18,185 | — | $18,185 |
| EQUITABLE ADVISORS LLC | Investment Advisor | — | $13,101 | $13,101 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $11,711 | — | $11,711 |
| CRAY KAISER LTD. | Auditor | $8,100 | — | $8,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,097
- Estimated Expense Ratio: 0.543% 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 | $39,589 | — | $39,589 | — | — |
| 2023 | $33,625 | — | $33,625 | — | — |
| 2022 | $36,161 | — | $36,161 | — | — |