Plan Snapshot
- Plan Sponsor: Sapaugh Motors, INC.
- Sponsor EIN: 431334413
- Sponsor Address: PO BOX 667, HERCULANEUM, MO, 63048
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $8.4M
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 | 147 | $8.4M | $156,674 | $636,345 |
| 2023 | 135 | $7.8M | $150,605 | $567,654 |
| 2022 | 124 | $7.8M | $147,506 | $525,169 |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $53,891 | $29,431 | $24,460 | — | — |
| 2023 | $44,331 | $28,757 | $15,574 | — | — |
| 2022 | $44,451 | $28,773 | $15,678 | — | — |