Plan Snapshot
- Plan Sponsor: Wegmann Automotive Usa INC.
- Sponsor EIN: 320143950
- Sponsor Address: 1715 JOE B JACKSON PARKWAY, MURFREESBORO, TN, 37127
- Plan Type: 401(k)
- Total Participants: 261
- Total Assets: $30.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 261 | $30.0M | $546,059 | $1.6M |
| 2023 | 265 | $25.3M | $578,471 | $1.5M |
| 2022 | 240 | $20.6M | $460,382 | $1.2M |
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 |
|---|---|---|---|---|
| KRAFTCPAS PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $4,344 | — | — | — | — |
| 2023 | $3,379 | — | — | — | — |
| 2022 | $3,620 | — | — | — | — |