# Sc Automobile Dealers Association Employee Benefit Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/sc-automobile-dealers-association-employee-benefit-trust-576089650-501

> Sc Automobile Dealers Association Employee Benefit Trust's Health & Welfare plan: 1,336 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sc Automobile Dealers Association Employee Benefit Trust

- **Sponsor EIN:** 576089650

- **Sponsor Address:** 526 HAMPTON STREET, COLUMBIA, SC, 29201

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,336

- **Total Assets:** $206,959

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,336|$206,959|$14.6M|$64,413|

| 2023|1,545|$36,239|$15.6M|$55,138|

| 2022|1,531|$277,807|$13.9M|$55,065|

## 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|

| MCGREGOR AND COMPANY, LLP|Auditor|$12,500|—|$12,500|

| FIRST CITIZENS BANK|Other Service Provider|$5,966|—|$5,966|

### Verified Provider Profiles

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

- [MCGREGOR AND COMPANY, LLP](https://planprovider.pro/provider/mcgregor-and-company-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $18,466

- **Estimated Expense Ratio:** 8.923% 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|$18,466|—|—|$12,500|—|

| 2023|$18,535|—|—|$12,500|—|

| 2022|$18,375|—|—|—|$12,500|

## Similar Plans

- [Formel D Usa, INC.](https://planprovider.pro/companies/formel-d-usa-inc-401k-plan) — 276 participants

- [Dma Industries LLC](https://planprovider.pro/companies/dma-industries-llc-472586865-501) — 239 participants

- [Vis, LLC](https://planprovider.pro/companies/vis-llc-201871963-502) — 183 participants

- [Vis, LLC](https://planprovider.pro/companies/vis-llc-401k-plan) — 172 participants

- [Transaxle Manufacturing Of America, INC.](https://planprovider.pro/companies/transaxle-manufacturing-of-america-inc-401k-plan) — 164 participants

- [Vis, LLC](https://planprovider.pro/companies/vis-llc-201871963-501) — 127 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sc-automobile-dealers-association-employee-benefit-trust-576089650-501)

© 2026 PlanProvider.Pro