# Lee Motor Group INC. 401(k) Plan
Source: https://planprovider.pro/companies/lee-motor-group-inc-401k-plan

> Lee Motor Group INC.'s 401(k) plan: 307 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lee Motor Group INC.

- **Sponsor EIN:** 566282662

- **Sponsor Address:** 4170 RALEIGH ROAD PARKWAY W, WILSON, NC, 27896

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

- **Total Participants:** 307

- **Total Assets:** $16.2M

## 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|307|$16.2M|$350,865|$1.2M|

| 2023|270|$14.2M|$332,161|$1.1M|

| 2022|235|$11.2M|$306,082|$1.1M|

## 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|

| LEE AUTOMATIVE MANAGEMENT, INC.|OTHER|$10,750|—|$10,750|

| CAPITAL GROUP RETIREMENT PLAN SVCS.|RECORDKEEPER|$6,925|—|$6,925|

| ANTHONY, TABB, & CREEL PA|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $17,675

- **Estimated Expense Ratio:** 0.109% 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|$17,675|—|—|—|—|

| 2023|$15,416|—|—|—|—|

| 2022|$16,013|—|$16,013|—|—|

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