Plan Snapshot
- Plan Sponsor: Van Horn Automotive Group, INC.
- Sponsor EIN: 464704899
- Sponsor Address: W5073 COUNTY ROAD O, PLYMOUTH, WI, 530733600
- Plan Type: 401(k)
- Total Participants: 690
- Total Assets: $27.0M
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 | 690 | $27.0M | $0 | $3.1M |
| 2023 | 668 | $22.4M | $0 | $2.9M |
| 2022 | 626 | $17.9M | $0 | $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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | $22,486 | — | $22,486 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,486
- Estimated Expense Ratio: 0.083% 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 | $142,936 | — | $120,450 | $22,486 | — |
| 2023 | $108,549 | — | $95,055 | $13,494 | — |
| 2022 | $86,155 | — | $86,155 | — | — |