Plan Snapshot
- Plan Sponsor: Subaru Of Indiana Automotive, INC.
- Sponsor EIN: 351709710
- Sponsor Address: 5500 STATE ROAD 38 EAST, LAFAYETTE, IN, 47905
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 7,711
- Total Assets: $1.0B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 7,711 | $1.0B | $0 | $0 |
| 2024 | 5,985 | $902.6M | $33.2M | $35.4M |
| 2023 | 5,957 | $818.5M | $29.8M | $32.9M |
| 2022 | 5,489 | $695.0M | $22.9M | $27.3M |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | Other Service Provider | $667,132 | — | $667,132 |
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $332,193 | — | $332,193 |
| ADP INC | Other Service Provider | $22,000 | — | $22,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,021,325
- Estimated Expense Ratio: 0.101% 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 |
|---|---|---|---|---|---|
| 2025 | $103,296,554 | $667,132 | $22,000 | — | — |
| 2024 | $572,587 | — | — | — | — |
| 2023 | $1,036,969 | — | — | — | — |
| 2022 | $981,919 | — | — | — | — |