Plan Snapshot
- Plan Sponsor: Pohanka Oldsmobile Gmc
- Sponsor EIN: 521243089
- Sponsor Address: 25260 PLEASANT VALLEY ROAD, CHANTILLY, VA, 20152
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $16.0M
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 | 159 | $16.0M | $279,880 | $746,068 |
| 2023 | 152 | $14.1M | $276,114 | $742,780 |
| 2022 | 171 | $12.3M | $279,628 | $741,866 |
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 | $61,490 | $1,864 | $3,317 | — | — |
| 2023 | $49,003 | $630 | — | — | — |
| 2022 | $42,341 | — | $42,341 | — | — |