Plan Snapshot
- Plan Sponsor: Northeast Scottsdale Auto Group, INC. Dba Greulich'S Auto
- Sponsor EIN: 860672685
- Sponsor Address: 6710 NORTH SCOTTSDALE ROAD, SCOTTSDALE, AZ, 85253
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 154
- Total Assets: $4.8M
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 | 154 | $4.8M | $116,249 | $523,159 |
| 2023 | 137 | $3.6M | $113,260 | $487,567 |
| 2022 | 120 | $2.8M | $94,392 | $452,255 |
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 |
|---|---|---|---|---|
| MATRANGA & COMPANY | Auditor | — | — | $0 |
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 | $35,395 | $11,272 | $20,752 | — | — |
| 2023 | $29,593 | $8,536 | $21,057 | — | — |
| 2022 | $11,089 | — | $11,089 | — | — |