# Schumacher Auto Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/schumacher-auto-group-inc-401k-plan

> Schumacher Auto Group, INC.'s 401(k) plan: 634 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Schumacher Auto Group, INC.

- **Sponsor EIN:** 590593470

- **Sponsor Address:** 4047 OKEECHOBEE BLVD SUITE 209, WEST PALM BEACH, FL, 33409

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

- **Total Participants:** 634

- **Total Assets:** $29.3M

## 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|634|$29.3M|$260,650|$3.5M|

| 2023|676|$26.4M|$285,563|$3.5M|

| 2022|664|$22.0M|$298,479|$3.7M|

## 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|

| LPL FINANCIAL LLC|BROKER/ADVISER|—|$64,802|$64,802|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$28,019|—|$28,019|

| CREEKMORE & ASSOCIATES|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — BROKER/ADVISER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $92,821

- **Estimated Expense Ratio:** 0.317% 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|$28,019|—|—|—|—|

| 2023|$18,334|—|—|—|—|

| 2022|$12,175|—|$12,175|—|—|

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