Plan Snapshot
- Plan Sponsor: Sleepy Hollow Auto Group, INC.
- Sponsor EIN: 874108169
- Sponsor Address: 1225 N MAIN, VIROQUA, WI, 54665
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $9.2M
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 | 120 | $9.2M | $323,415 | $680,896 |
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 |
|---|---|---|---|---|
| EDWARD D JONES & CO LP | INVESTMENT ADVISOR | $28,108 | — | $28,108 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $15,184 | — | $15,184 |
| PEAK RETIREMENT GROUP | CONTRACT ADMIN | $3,174 | $4,016 | $7,190 |
| 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: $50,482
- Estimated Expense Ratio: 0.549% 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 | $46,501 | — | $46,501 | — | — |