# West Jeff Auto Sales 401(k) Plan
Source: https://planprovider.pro/companies/west-jeff-auto-sales-401k-plan

> West Jeff Auto Sales's 401(k) plan: 522 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [RESOURCES INVESTMENT ADVISORS, INC.](https://planprovider.pro/provider/epic-retirement-plan-services) — 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|—|—|—|

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