# Parts Town Unlimited, LLC 401(k) Plan
Source: https://planprovider.pro/companies/pt-holdings-llc-401k-plan

> Parts Town Unlimited, LLC&#39;s 401(k) plan: 3,962 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Parts Town Unlimited, LLC

- **Sponsor EIN:** 901033057

- **Sponsor Address:** 1200 GREENBRIAR DR., ADDISON, IL, 60101

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

- **Total Participants:** 3,962

- **Total Assets:** $157.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|3,962|$157.0M|$5.4M|$14.6M|

| 2023|3,767|$130.1M|$4.6M|$12.5M|

| 2022|2,824|$86.9M|$3.3M|$8.8M|

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$340,394|—|$340,394|

| DWD CPAS & ADVISORS|ACCOUNTANT|$15,000|—|$15,000|

### Verified Provider Profiles

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

- [DWD CPAS & ADVISORS](https://planprovider.pro/provider/dulin-ward-and-dewald-inc) — ACCOUNTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $355,394

- **Estimated Expense Ratio:** 0.226% 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|$355,394|—|—|$15,000|—|

| 2023|$452,113|—|—|—|—|

| 2022|$219,627|—|—|—|—|

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