# Pope Automotive Group 401(k) Plan
Source: https://planprovider.pro/companies/pope-automotive-group-401k-plan

> Pope Automotive Group's 401(k) plan: 1,496 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|

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