Plan Snapshot
- Plan Sponsor: Walser Automotive Group, LLC
- Sponsor EIN: 522436225
- Sponsor Address: 4401 AMERICAN BLVD W., BLOOMINGTON, MN, 55437
- Plan Type: 401(k)
- Total Participants: 1,846
- Total Assets: $90.1M
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 | 1,846 | $90.1M | $1.6M | $9.1M |
| 2023 | 1,964 | $75.8M | $1.1M | $8.7M |
| 2022 | 1,823 | $58.9M | $1.4M | $7.6M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $213,073 | — | $213,073 |
| MMA SECURITIES LLC | NONE | $24,624 | — | $24,624 |
| CLIFTONLARSONALLENLLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- MMA SECURITIES LLC — NONE
- CLIFTONLARSONALLENLLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $237,697
- Estimated Expense Ratio: 0.264% 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 | $82,779 | — | $82,779 | — | — |
| 2023 | $147,572 | — | $147,572 | — | — |
| 2022 | $91,469 | — | $91,469 | — | — |