# Lokey Oldsmobile, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lokey-oldsmobile-inc-401k-plan

> Lokey Oldsmobile, INC.'s 401(k) plan: 276 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lokey Oldsmobile, INC.

- **Sponsor EIN:** 590881085

- **Sponsor Address:** 27758 US HWY 19 N, CLEARWATER, FL, 33761

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

- **Total Participants:** 276

- **Total Assets:** $11.6M

## 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|276|$11.6M|$171,090|$1.2M|

| 2023|312|$10.3M|$159,082|$1.3M|

| 2022|307|$8.8M|$178,017|$1.5M|

## 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|

| BRIMMER, BUREK & KEELAN|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|$42,936|$19,313|—|—|—|

| 2023|$37,793|$21,833|—|—|—|

| 2022|$39,266|—|$39,266|—|—|

## Similar Plans

- [Al Packer,INC.](https://planprovider.pro/companies/al-packer-inc-401k-plan) — 277 participants

- [Daytona Br-Gd, INC. Dba Daytona Toyota](https://planprovider.pro/companies/daytona-br-gd-inc-dba-daytona-toyota-401k-plan) — 281 participants

- [Nimnicht Management Company](https://planprovider.pro/companies/nimnicht-chevrolet-company-401k-plan) — 282 participants

- [Murphy Auto Group, INC.](https://planprovider.pro/companies/murphy-auto-group-inc-401k-plan) — 288 participants

- [Tom Nehl Truck Company](https://planprovider.pro/companies/tom-nehl-truck-company-401k-plan) — 256 participants

- [Boniface & Company, INC.](https://planprovider.pro/companies/boniface-company-inc-401k-plan) — 303 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lokey-oldsmobile-inc-401k-plan)

© 2026 PlanProvider.Pro