# Ourisman Fairfax Toyota 401(k) Plan
Source: https://planprovider.pro/companies/ourisman-fairfax-toyota-401k-plan

> Ourisman Fairfax Toyota's 401(k) plan: 572 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ourisman Fairfax Toyota

- **Sponsor EIN:** 541511693

- **Sponsor Address:** 10441 LEE HWY., FAIRFAX, VA, 22303

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

- **Total Participants:** 572

- **Total Assets:** $42.2M

## 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|572|$42.2M|$380,764|$2.4M|

| 2023|510|$37.9M|$370,233|$2.2M|

| 2022|496|$31.6M|$376,868|$2.1M|

## 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|$111,571|—|$111,571|

| JACKSON AVENUE LLC|OTHER|$73,949|—|$73,949|

| 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:** $185,520

- **Estimated Expense Ratio:** 0.440% 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|$185,520|—|—|—|—|

| 2023|$161,271|—|—|—|—|

| 2022|$161,018|—|$161,018|—|—|

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