Plan Snapshot
- Plan Sponsor: Route 66 Motorsports, LLC
- Sponsor EIN: 861010015
- Sponsor Address: 2501 BEVERLY AVENUE, KINGMAN, AZ, 86409
- Plan Type: 401(k)
- Total Participants: 214
- Total Assets: $11.2M
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 | 214 | $11.2M | $413,958 | $436,731 |
| 2023 | 215 | $10.2M | $419,018 | $488,773 |
| 2022 | 218 | $8.3M | $445,698 | $545,432 |
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 INS COMPANY | RECORDKEEPER | $13,541 | — | $13,541 |
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INS COMPANY — RECORDKEEPER
- KIMBERLIN COMPANY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,541
- Estimated Expense Ratio: 0.121% 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 | $113,299 | $45,314 | $67,985 | — | — |
| 2023 | $75,335 | $37,982 | $37,353 | — | — |
| 2022 | $74,098 | $4,405 | $69,693 | — | — |