Plan Snapshot
- Plan Sponsor: Street Auto Group
- Sponsor EIN: 750778536
- Sponsor Address: 4500 SONCY ROAD, AMARILLO, TX, 79119
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 85
- 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. |
|---|---|---|---|---|
| 2024 | 85 | $0 | $927,111 | $374,925 |
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 |
|---|---|---|---|---|
| IMS MARKETING, INC. | Recordkeeper | $56,736 | — | $56,736 |
| UPSHAW INSURANCE AGENCY | Insurance Carrier | $28,822 | — | $28,822 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,558
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 | $85,559 | — | $85,559 | — | — |