# Patrick Schaumburg Automobiles, INC. 401(k) Plan
Source: https://planprovider.pro/companies/patrick-schaumburg-automobiles-inc-401k-plan

> Patrick Schaumburg Automobiles, INC.'s 401(k) plan: 309 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Patrick Schaumburg Automobiles, INC.

- **Sponsor EIN:** 362067684

- **Sponsor Address:** 526 MALL DRIVE, SCHAUMBURG, IL, 60173

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

- **Total Participants:** 309

- **Total Assets:** $38.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|309|$38.0M|$459,866|$2.3M|

| 2023|297|$33.1M|$463,717|$2.2M|

| 2022|267|$27.2M|$412,991|$2.0M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$72,337|—|$72,337|

| AT INVESTMENT ADVISORS INC|INVESTMENT ADVISORY|$51,328|—|$51,328|

| GALLAGHER FIDUCIARY ADVISORS, LLC|INVESTMENT ADVISORY|$40,653|$4,347|$45,000|

| PENTEGRA SERVICES INC.|CONTRACT ADMINISTRATOR|$24,249|$15,866|$40,115|

| PENTEGRA SERVICES INC.|CONTRACT ADMINISTRATOR|$10,133|$1,154|$11,287|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GALLAGHER FIDUCIARY ADVISORS, LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — INVESTMENT ADVISORY

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $220,067

- **Estimated Expense Ratio:** 0.579% 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|$199,120|—|$199,120|—|—|

| 2023|$185,364|$44,916|$140,448|—|—|

| 2022|$286,509|$154,836|$131,673|—|—|

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