Plan Snapshot
- Plan Sponsor: U. S. Auto Group Limited
- Sponsor EIN: 382517690
- Sponsor Address: 34602 WOODWARD AVE., BIRMINGHAM, MI, 48009
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $10.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 159 | $10.5M | $0 | $902,723 |
| 2023 | 167 | $8.9M | $0 | $934,180 |
| 2022 | 170 | $7.6M | $0 | $905,783 |
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 |
|---|---|---|---|---|
| JANZ & KNIGHT PLC | Auditor | $14,250 | — | $14,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,250
- Estimated Expense Ratio: 0.135% 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 | $17,425 | $1,181 | — | $14,250 | — |
| 2023 | $17,922 | $1,040 | — | $13,265 | — |
| 2022 | $2,572 | $947 | — | — | — |