Plan Snapshot
- Plan Sponsor: Sullivan Automotive Group, INC.
- Sponsor EIN: 593604074
- Sponsor Address: 4000 SW COLLEGE ROAD, OCALA, FL, 34474
- Plan Type: 401(k)
- Total Participants: 193
- Total Assets: $7.9M
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 | 193 | $7.9M | $0 | $481,874 |
| 2023 | 194 | $7.5M | $60,996 | $504,927 |
| 2022 | 193 | $7.1M | $233,722 | $603,003 |
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 |
|---|---|---|---|---|
| CARON & BLEZTER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLEZTER PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $12,632 | $10,332 | — | — | — |
| 2023 | $36,926 | $13,418 | $3,116 | $17,492 | — |
| 2022 | $37,810 | — | $37,810 | — | — |