Plan Snapshot
- Plan Sponsor: Warren Henry Automobiles, INC.
- Sponsor EIN: 592594999
- Sponsor Address: 2300 NE 151ST ST, NORTH MIAMI, FL, 33181
- Plan Type: 401(k)
- Total Participants: 530
- Total Assets: $19.6M
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 | 530 | $19.6M | $456,036 | $2.7M |
| 2023 | 489 | $14.8M | $439,466 | $2.3M |
| 2022 | 422 | $11.2M | $373,826 | $2.2M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | INVESTMENT/FINANCIAL ADVI | $25,017 | — | $25,017 |
| ADP, INC. | RECORD KEEPER | $21,319 | — | $21,319 |
| BDO USA P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES, INC. — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- BDO USA P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,336
- Estimated Expense Ratio: 0.236% 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 | $46,336 | $25,017 | — | — | — |
| 2023 | $38,927 | $25,000 | — | — | — |
| 2022 | $35,753 | — | — | — | — |