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)
- Plan Number: 003
- Total Participants: 1,579
- Total Assets: $27.4M
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. |
|---|---|---|---|---|
| 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 | $168,036 | $2,519 | $170,555 |
| NATIONWIDE LIFE INSURANCE COMPANY | Other Service Provider | $128,990 | $9,203 | $138,193 |
| BRINKER INVESTMENTS | Other Service Provider | $50,360 | — | $50,360 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $359,108
- Estimated Expense Ratio: 1.309% 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 |
|---|---|---|---|---|---|
| 2023 | $362,019 | — | $362,019 | — | — |
| 2022 | $265,984 | — | — | — | $265,984 |