Plan Snapshot
- Plan Sponsor: Vineland Motor Sales LLC
- Sponsor EIN: 273500528
- Sponsor Address: 3575 VINELAND RD, ORLANDO, FL, 32811
- Plan Type: 401(k)
- Total Participants: 425
- Total Assets: $5.6M
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 | 425 | $5.6M | $0 | $754,345 |
| 2023 | 421 | $5.0M | $0 | $761,012 |
| 2022 | 428 | $3.8M | $667 | $744,714 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $2,766 | $42,013 | $44,779 |
| AMERIPRISE FNCL SERV LLC | NONE | — | $21,634 | $21,634 |
| REYNOLDS BONE AND GRIESBECK PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERIPRISE FNCL SERV LLC — NONE
- REYNOLDS BONE AND GRIESBECK PLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,413
- Estimated Expense Ratio: 1.196% 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 | $2,241 | — | $2,241 | — | — |
| 2023 | $3,055 | — | $3,055 | — | — |
| 2022 | $5,892 | — | $5,892 | — | — |