Plan Snapshot
- Plan Sponsor: Sutherlin Automotive Group, LLC
- Sponsor EIN: 882751945
- Sponsor Address: 15 CAMBRIDGE COURT, WETUMPKA, AL, 36093
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $3.8M
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 | 123 | $3.8M | $84,487 | $432,302 |
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 |
|---|---|---|---|---|
| APRIO LLP | Auditor | $29,718 | — | $29,718 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $14,225 | — | $14,225 |
| BUCKINGHAMRETIREMENT SOLUTIONS | Investment Advisor | $11,434 | — | $11,434 |
| NEWPORT GROUP, INC. | Recordkeeper | $7,445 | — | $7,445 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $5,363 | — | $5,363 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,185
- Estimated Expense Ratio: 1.801% 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 | $84,039 | — | — | — | — |