Plan Snapshot
- Plan Sponsor: West Jeff Auto Sales
- Sponsor EIN: 820578220
- Sponsor Address: 640 PASQUINELLI DRIVE, WESTMONT, IL, 60559
- Plan Type: 401(k)
- Total Participants: 522
- Total Assets: $16.5M
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 | 522 | $16.5M | $319,299 | $1.8M |
| 2023 | 483 | $13.5M | $202,425 | $1.7M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $34,234 | — | $34,234 |
| RESOURCES INVESTMENT ADVISORS, INC. | CONSULTANT | $27,029 | — | $27,029 |
| WAYNE HUMMER INVESTMENTS, LLC | INVESTMENT/FINANCIAL ADVI | $24,262 | — | $24,262 |
| CASSELL PLAN AUDITS INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- RESOURCES INVESTMENT ADVISORS, INC. — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,525
- Estimated Expense Ratio: 0.519% 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 | $85,526 | $51,292 | — | — | — |
| 2023 | $76,452 | $35,292 | — | — | — |