Plan Snapshot
- Plan Sponsor: Sheehy Auto Stores, INC.
- Sponsor EIN: 521139930
- Sponsor Address: 12701 FAIR LAKES CIRCLE, FAIRFAX, VA, 22033
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,704
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 2,704 | $0 | $0 | $0 |
| 2024 | 1,843 | $0 | $0 | $0 |
| 2023 | 1,282 | $0 | $0 | $0 |
| 2022 | 1,869 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES INC | Other Service Provider | $933,573 | — | $933,573 |
| STRONGSIDE SOLUTIONS LLC | Investment Advisor | $107,076 | — | $107,076 |
| WTS CONSULTING INC | Investment Advisor | $22,380 | — | $22,380 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,063,029
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |