Plan Snapshot
- Plan Sponsor: Pohanka Auto Center, INC.
- Sponsor EIN: 541129906
- Sponsor Address: 25260 PLEASANT VALLEY ROAD, CHANTILLY, VA, 20152
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $11.2M
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 | 102 | $11.2M | $372,741 | $855,253 |
| 2023 | 250 | $10.0M | $411,916 | $914,608 |
| 2022 | 223 | $7.8M | $398,581 | $935,588 |
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 |
|---|---|---|---|---|
| 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: $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 | $66,784 | $4,009 | $2,250 | — | — |
| 2023 | $37,911 | $1,187 | — | — | — |
| 2022 | $27,456 | — | $27,456 | — | — |