# Usa Automotive Partners, LLC 401(k) Plan
Source: https://planprovider.pro/companies/usa-automotive-partners-llc-401k-plan

> Usa Automotive Partners, LLC's 401(k) plan: 136 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Usa Automotive Partners, LLC

- **Sponsor EIN:** 873266366

- **Sponsor Address:** 800 STATE HWY 21 E., CALDWELL, TX, 77836

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

- **Total Participants:** 136

- **Total Assets:** $2.7M

## 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|136|$2.7M|$210,163|$394,068|

| 2023|145|$2.3M|$221,018|$422,677|

## 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|

| KESTRA INVESTMENT SERVICES, LLC|ADVISOR|$11,786|—|$11,786|

| CAPITAL GROUP RETIREMENT PLAN SERV|RECORDKEEPER|$6,424|—|$6,424|

| FORVIS MAZARS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KESTRA INVESTMENT SERVICES, LLC](https://planprovider.pro/provider/sentinel-group) — ADVISOR

- [FORVIS MAZARS LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $18,210

- **Estimated Expense Ratio:** 0.685% 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|$18,720|—|$18,720|—|—|

| 2023|—|—|—|—|—|

## Similar Plans

- [Johnson Sewell Ford Lincoln LLC](https://planprovider.pro/companies/johnson-sewell-ford-lincoln-llc-plan) — 136 participants

- [Grubbs Nissan, LLC](https://planprovider.pro/companies/grubbs-nissan-llc-401k-plan) — 135 participants

- [Bob Tomes Ford, INC. 2](https://planprovider.pro/companies/bob-tomes-ford-inc-2-401k-plan) — 137 participants

- [Spikes Motor Company, INC.](https://planprovider.pro/companies/spikes-motor-company-inc-401k-plan) — 138 participants

- [Brown Chevrolet Company, INC.](https://planprovider.pro/companies/brown-chevrolet-company-inc-plan) — 141 participants

- [Henrietta Chbu, LLC.](https://planprovider.pro/companies/henrietta-chbu-llc-401k-plan) — 129 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/usa-automotive-partners-llc-401k-plan)

© 2026 PlanProvider.Pro