Plan Snapshot
- Plan Sponsor: Pack Automotive Group
- Sponsor EIN: 751007322
- Sponsor Address: PO BOX 110098, CARROLLTON, TX, 75011
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $409,195 | $2.3M |
| 2023 | 942 | $18.5M | $413,927 | $2.4M |
| 2022 | 835 | $14.7M | $0 | $1.6M |
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 | $117,616 | — | $117,616 |
| WOODBURY FINANCIAL SERVICES INC | BROKER/ADVISER | — | $56,036 | $56,036 |
| NATIONAL AUTOMOBILE DEALERS ASSOCIA | OTHER | $36,544 | — | $36,544 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $24,116 | — | $24,116 |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | OTHER | $6,090 | — | $6,090 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $240,402
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 | $119,100 | $17,681 | — | — | — |
| 2023 | $94,086 | $12,058 | — | — | — |
| 2022 | $67,708 | — | $67,708 | — | — |