Plan Snapshot
- Plan Sponsor: Pohanka Auto West, INC.
- Sponsor EIN: 541418834
- Sponsor Address: 25260 PLEASANT VALLEY ROAD, CHANTILLY, VA, 20152
- Plan Type: 401(k)
- Total Participants: 648
- Total Assets: $43.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 648 | $43.3M | $1.0M | $2.6M |
| 2023 | 437 | $37.0M | $947,502 | $2.3M |
| 2022 | 420 | $29.9M | $844,055 | $2.2M |
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, LP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LP — 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 | $162,943 | $6,045 | $8,661 | — | — |
| 2023 | $118,426 | $3,688 | — | — | — |
| 2022 | $107,988 | — | $107,988 | — | — |