# Tony Gullo Motors, I, LP 401(k) Plan
Source: https://planprovider.pro/companies/tony-gullo-motors-i-lp-401k-plan

> Tony Gullo Motors, I, LP's 401(k) plan: 525 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tony Gullo Motors, I, LP

- **Sponsor EIN:** 760561851

- **Sponsor Address:** 500 I-45 SOUTH, CONROE, TX, 77304

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

- **Total Participants:** 525

- **Total Assets:** $41.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|525|$41.5M|$713,352|$2.9M|

| 2023|509|$35.3M|$673,159|$2.8M|

| 2022|500|$29.6M|$624,721|$2.8M|

## 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|

| NYLIFE SECURITIES LLC|ADVISOR|$119,349|—|$119,349|

| JOHN HANCOCK|RETAINED BY CLIENT|$95,546|—|$95,546|

| CLAYBORN ACCOUNTING & FIN SVCS INC.|AUDITOR|$30,000|—|$30,000|

| CLAYBORN ACCOUNTING AND FINANCIAL|Auditor|$30,000|—|$30,000|

### Verified Provider Profiles

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

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RETAINED BY CLIENT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $274,895

- **Estimated Expense Ratio:** 0.662% 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|$244,895|$119,349|$95,546|$30,000|—|

| 2023|$185,900|$100,002|$85,898|—|—|

| 2022|$193,677|$16,050|$177,627|—|—|

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