Plan Snapshot
- Plan Sponsor: Mitchell Auto Group, INC.
- Sponsor EIN: 060582770
- Sponsor Address: 384 HOPMEADOW STREET, SIMSBURY, CT, 06070
- Plan Type: 401(k)
- Total Participants: 218
- Total Assets: $15.3M
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 | 218 | $15.3M | $132,512 | $882,505 |
| 2023 | 209 | $13.9M | $99,537 | $783,479 |
| 2022 | 197 | $11.8M | $106,829 | $701,349 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN — 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 | $69,605 | — | $69,605 | — | — |
| 2023 | $66,512 | — | $66,512 | — | — |
| 2022 | $81,668 | — | $81,668 | — | — |