Plan Snapshot
- Plan Sponsor: Rjd Holdings, LLC Dba Anderson Auto Group
- Sponsor EIN: 861042357
- Sponsor Address: 6510 SHOWPLACE AVENUE, LAKE HAVASU CITY, AZ, 86404
- Plan Type: 401(k)
- Total Participants: 380
- Total Assets: $5.5M
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 | 380 | $5.5M | $0 | $986,428 |
| 2023 | 335 | $4.5M | $69,447 | $1.0M |
| 2022 | 359 | $3.6M | $70,077 | $1.0M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORDKEEPER | $70,183 | — | $70,183 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORDKEEPER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,183
- Estimated Expense Ratio: 1.272% 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 | $73,654 | — | $8,356 | — | — |
| 2023 | $65,009 | — | $65,009 | — | — |
| 2022 | $47,019 | — | $45,194 | — | $1,825 |