# Southern Auto Sales, INC. 401(k) Plan
Source: https://planprovider.pro/companies/southern-auto-sales-inc-401k-plan

> Southern Auto Sales, INC.'s 401(k) plan: 171 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southern Auto Sales, INC.

- **Sponsor EIN:** 060705740

- **Sponsor Address:** PO BOX 388, EAST WINDSOR, CT, 06088

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

- **Total Participants:** 171

- **Total Assets:** $32.7M

## 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|171|$32.7M|$543,404|$693,321|

| 2023|159|$30.6M|$438,911|$641,063|

| 2022|154|$28.8M|$389,325|$625,684|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$69,171|—|$69,171|

| BOBROW & COMPANY|ACCOUNTANT|$40,000|—|$40,000|

| MML INVESTORS|BROKER|—|$38,557|$38,557|

| BRADLEY, FOSTER & SARGENT, INC.|INVESTMENT ADVISORS|$33,851|—|$33,851|

| PENSION CONSULTANTS, INC.|TPA|$12,690|—|$12,690|

| UBS|INVESTMENT MGMT|$7,793|—|$7,793|

### Verified Provider Profiles

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

- [BOBROW & COMPANY](https://planprovider.pro/provider/bobrow-and-company-pc) — ACCOUNTANT

- [MML INVESTORS](https://planprovider.pro/provider/mml-investors-services-llc) — BROKER

- [PENSION CONSULTANTS, INC.](https://planprovider.pro/provider/pension-consultants-inc) — TPA

- [UBS](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT MGMT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $202,062

- **Estimated Expense Ratio:** 0.618% 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|$138,581|$41,644|—|$40,000|—|

| 2023|$131,219|$79,819|—|$37,000|—|

| 2022|$130,002|$80,639|$2,123|—|$47,240|

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

© 2026 PlanProvider.Pro