Plan Snapshot
- Plan Sponsor: Western Auto Of Puerto Rico, INC. C/O Advance Stor
- Sponsor EIN: 431544437
- Sponsor Address: 5008 AIRPORT ROAD, ROANOKE, VA, 24012
- Plan Type: 401(k)
- Total Participants: 918
- Total Assets: $10.1M
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 | 918 | $10.1M | $427,202 | $782,737 |
| 2023 | 806 | $8.3M | $539,961 | $693,799 |
| 2022 | 727 | $6.3M | $346,519 | $615,132 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
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 | $37,523 | $965 | — | — | — |
| 2023 | $5,510 | $619 | — | — | — |
| 2022 | $59,526 | $1,342 | — | — | — |