# Neal Merchant Enterprises, INC. 401(k) Plan
Source: https://planprovider.pro/companies/neal-merchant-enterprises-inc-401k-plan-002

> Neal Merchant Enterprises, INC.'s 401(k) plan: 123 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Neal Merchant Enterprises, INC.

- **Sponsor EIN:** 541619996

- **Sponsor Address:** 10463 JAMES MONROE HIGHWAY, CULPEPER, VA, 22701

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

- **Total Participants:** 123

- **Total Assets:** $11.3M

## 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|123|$11.3M|$385,958|$795,398|

| 2023|126|$9.9M|$394,553|$780,209|

| 2022|132|$10.1M|$446,922|$858,902|

## 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 CPA AUDIT GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/lee-cpa-audit-group) — 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|$47,494|$26,145|$17,333|—|—|

| 2023|$42,690|$23,544|$9,474|—|—|

| 2022|$62,014|$31,226|$30,788|—|—|

## Similar Plans

- [Neal Merchant Enterprises, INC.](https://planprovider.pro/companies/neal-merchant-enterprises-inc-401k-plan-001) — 126 participants

- [Crabjogopo LLC Dba Honda Of Tomball](https://planprovider.pro/companies/crabjogopo-llc-dba-honda-of-tomball-401k-plan) — 129 participants

- [March Hodge Pohanka Chantilly, LLC Dba Honda Of Chantilly](https://planprovider.pro/companies/march-hodge-pohanka-chantilly-llc-dba-honda-of-chantilly-401k-plan) — 112 participants

- [Pohanka Auto Center, INC.](https://planprovider.pro/companies/pohanka-auto-center-inc-401k-plan) — 102 participants

- [Nelson Automotive Group](https://planprovider.pro/companies/nelson-automotive-group-401k-plan) — 99 participants

- [Pohanka Oldsmobile Gmc](https://planprovider.pro/companies/pohanka-oldsmobile-gmc-401k-plan) — 159 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/neal-merchant-enterprises-inc-401k-plan-002)

© 2026 PlanProvider.Pro