Plan Snapshot
- Plan Sponsor: Pope Automotive Group
- Sponsor EIN: 582313642
- Sponsor Address: 3109 CLAIRMONT RD. NE SUITE A, ATLANTA, GA, 30329
- Plan Type: 401(k)
- Total Participants: 1,496
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,496 | $0 | $404,616 | $3.9M |
| 2023 | 1,579 | $27.4M | $559,956 | $5.0M |
| 2022 | 1,469 | $21.3M | $494,911 | $4.2M |
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 |
|---|---|---|---|---|
| PENSION FINANCIAL SERVICES, INC. | Other Service Provider | $336,072 | $5,038 | $341,110 |
| NATIONWIDE LIFE INSURANCE COMPANY | Other Service Provider | $257,980 | $18,406 | $276,386 |
| BRINKER INVESTMENTS | Other Service Provider | $100,720 | — | $100,720 |
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $718,216
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 | $124,977 | — | $124,977 | — | — |
| 2023 | $362,019 | — | $362,019 | — | — |
| 2022 | $265,984 | — | — | — | $265,984 |