# Step One Automotive Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/step-one-automotive-group-llc-401k-plan

> Step One Automotive Group LLC's 401(k) plan: 423 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Step One Automotive Group LLC

- **Sponsor EIN:** 815293402

- **Sponsor Address:** 541 MARY ESTHER CUTOFF, FORT WALTON BEACH, FL, 32548

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

- **Total Participants:** 423

- **Total Assets:** $7.0M

## 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|423|$7.0M|$14,700|$864,742|

| 2023|590|$7.3M|$308,327|$1.3M|

| 2022|622|$6.2M|$386,297|$1.6M|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$72,154|—|$72,154|

| HENDERSONHUTCHERSON&MCCULLOUGH PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $72,154

- **Estimated Expense Ratio:** 1.037% 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|$14,193|—|$14,193|—|—|

| 2023|$15,066|—|$15,066|—|—|

| 2022|$11,805|—|$11,805|—|—|

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