Plan Snapshot
- Plan Sponsor: National Automobile Dealers Assn
- Sponsor EIN: 530114725
- Sponsor Address: 8484 WESTPARK DRIVE, SUITE 500, TYSONS, VA, 22102
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $90.9M
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 | 171 | $90.9M | $1.8M | $2.4M |
| 2023 | 169 | $92.6M | $1.8M | $2.4M |
| 2022 | 159 | $80.8M | $1.7M | $2.3M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $185,356 | — | $185,356 |
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $185,356
- Estimated Expense Ratio: 0.204% 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 | $185,356 | — | — | — | — |
| 2023 | $168,635 | — | — | — | — |
| 2022 | $174,107 | — | $174,107 | — | — |