# Pritchard Auto Company 401(k) Plan
Source: https://planprovider.pro/companies/pritchard-auto-company-401k-plan

> Pritchard Auto Company's 401(k) plan: 322 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pritchard Auto Company

- **Sponsor EIN:** 420646250

- **Sponsor Address:** 1 TEAMQUEST WAY, CLEAR LAKE, IA, 504281830

- **Plan Type:** 401(k)

- **Total Participants:** 322

- **Total Assets:** $11.6M

## 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|322|$11.6M|$637,753|$1.4M|

| 2023|328|$9.3M|$314,952|$1.1M|

| 2022|234|$7.3M|$297,939|$906,572|

## 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|

| UBS FINANCIAL SERVICES|RIA - IA|$15,584|—|$15,584|

| QUALIFIED PLAN CONSULTANTS LLC|TPA|$5,588|—|$5,588|

| FIDELITY INVESTMENTS COMPANY LLC|RECORDKEEPER|$5,354|—|$5,354|

| CLIFTONLARSONALLEN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL SERVICES](https://planprovider.pro/provider/aspire-financial-services) — RIA - IA

- [FIDELITY INVESTMENTS COMPANY LLC](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CLIFTONLARSONALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $26,526

- **Estimated Expense Ratio:** 0.230% 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|

| 2024|$44,646|$4,801|—|—|—|

| 2023|$77,433|$21,088|$45,245|—|—|

| 2022|$64,503|—|$55,737|—|$8,766|

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