# North Park Lincoln Mercury, INC. 401(k) Plan
Source: https://planprovider.pro/companies/north-park-lincoln-mercury-inc-401k-plan

> North Park Lincoln Mercury, INC.'s 401(k) plan: 268 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [APRIO,LLP](https://planprovider.pro/provider/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|—|—|

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