Plan Snapshot
- Plan Sponsor: Shippers Automotive Group, LLC
- Sponsor EIN: 311331563
- Sponsor Address: 1155 PHOENIX DRIVE, URBANA, OH, 43078
- Plan Type: 401(k)
- Total Participants: 253
- Total Assets: $8.1M
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 | 253 | $8.1M | $306,276 | $656,589 |
| 2023 | 257 | $6.6M | $292,996 | $620,463 |
| 2022 | 230 | $5.0M | $269,654 | $550,487 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $59,785 | $12,500 | — | — | — |
| 2023 | $40,445 | $12,492 | — | — | — |
| 2022 | $62,256 | $12,475 | $23,520 | — | $26,261 |