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

> Shaker Auto Group INC.'s 401(k) plan: 350 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shaker Auto Group INC.

- **Sponsor EIN:** 208277487

- **Sponsor Address:** 1230 MAIN ST, WATERTOWN, CT, 06795

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

- **Total Participants:** 350

- **Total Assets:** $8.1M

## 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|350|$8.1M|$0|$614,548|

| 2023|250|$7.2M|$0|$601,181|

| 2022|242|$5.9M|$0|$457,853|

## 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|

| CAPITAL GROUP RETIREMENT PLAN SERVI|RECORDKEEPER|$18,383|—|$18,383|

| PASI|CONTRACT ADMIN|$13,686|—|$13,686|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $32,069

- **Estimated Expense Ratio:** 0.394% 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|$32,743|—|$32,743|—|—|

| 2023|$24,974|—|$23,267|—|—|

| 2022|$20,206|—|$18,920|—|$1,286|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/shaker-auto-group-inc-401k-plan)

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