# Scott-Mcrae Automotive Group, Lllp 401(k) Plan
Source: https://planprovider.pro/companies/scott-mcrae-automotive-group-lllp-401k-plan

> Scott-Mcrae Automotive Group, Lllp's 401(k) plan: 622 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Scott-Mcrae Automotive Group, Lllp

- **Sponsor EIN:** 591992210

- **Sponsor Address:** 1725 MEMORIAL PARK DR, JACKSONVILLE, FL, 32204

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

- **Total Participants:** 622

- **Total Assets:** $41.3M

## 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|622|$41.3M|$711,788|$3.8M|

| 2023|676|$41.6M|$1.3M|$4.0M|

| 2022|623|$35.0M|$1.2M|$3.4M|

## 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|

| UBS FINANCIAL SERVICES INC|INVESTMENT ADVISOR|$52,069|—|$52,069|

| BKD LLP|AUDITOR|$13,650|—|$13,650|

| FORVIS MAZARS, LLP|Auditor|$13,650|—|$13,650|

### Verified Provider Profiles

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

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $79,369

- **Estimated Expense Ratio:** 0.192% 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|$65,719|$52,069|—|$13,650|—|

| 2023|$58,218|$44,323|—|$13,125|—|

| 2022|$54,298|—|$54,298|—|—|

## Similar Plans

- [Automotive Services Network, INC.](https://planprovider.pro/companies/automotive-services-network-inc-401k-plan) — 624 participants

- [Schumacher Auto Group, INC.](https://planprovider.pro/companies/schumacher-auto-group-inc-401k-plan) — 634 participants

- [Sandy Sansing Chevrolet, INC.](https://planprovider.pro/companies/sandy-sansing-chevrolet-inc-401k-plan) — 555 participants

- [Pmc, LLC](https://planprovider.pro/companies/pmc-llc-401k-plan-001-6769) — 542 participants

- [Gunther Motor Company Of Plantation, INC.](https://planprovider.pro/companies/gunther-motor-company-of-plantation-inc-401k-plan) — 538 participants

- [Warren Henry Automobiles, INC.](https://planprovider.pro/companies/warren-henry-automobiles-inc-401k-plan) — 530 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/scott-mcrae-automotive-group-lllp-401k-plan)

© 2026 PlanProvider.Pro