Plan Snapshot
- Plan Sponsor: North Park Lincoln Mercury, INC.
- Sponsor EIN: 742235344
- Sponsor Address: 9207 SAN PEDRO, SAN ANTONIO, TX, 78216
- Plan Type: 401(k)
- Total Participants: 268
- Total Assets: $20.8M
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 | 268 | $20.8M | $223,000 | $1.8M |
| 2023 | 252 | $17.8M | $220,000 | $1.6M |
| 2022 | 216 | $14.1M | $200,000 | $1.4M |
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 | $29,378 | — | $29,378 |
| MORGAN STANLEY | INVESTMENT ADVISOR | $26,430 | — | $26,430 |
| APRIO,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
- APRIO,LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,808
- Estimated Expense Ratio: 0.269% 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 | $55,808 | $26,430 | — | — | — |
| 2023 | $46,028 | $21,126 | — | — | — |
| 2022 | $49,272 | — | $49,272 | — | — |