# Lockhart Automotive Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lockhart-automotive-group-inc-401k-plan

> Lockhart Automotive Group, INC.'s 401(k) plan: 177 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lockhart Automotive Group, INC.

- **Sponsor EIN:** 351284797

- **Sponsor Address:** 9265 E. 126TH STREET, FISHERS, IN, 46038

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

- **Total Participants:** 177

- **Total Assets:** $6.7M

## 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|177|$6.7M|$65,880|$363,662|

| 2023|155|$5.7M|$63,796|$363,336|

| 2022|138|$4.9M|$57,226|$387,011|

## 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|

| PLANCHEC(K) CPAS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PLANCHEC(K) CPAS, LLC](https://planprovider.pro/provider/plancheck-cpas-llc) — Auditor

## 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|$21,796|$19,067|$2,729|—|—|

| 2023|$35,014|$15,716|$14,556|—|—|

| 2022|$41,798|$14,630|$18,668|—|$8,500|

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