# Westgate Auto Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/westgate-auto-group-llc-401k-plan

> Westgate Auto Group, LLC's 401(k) plan: 298 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Westgate Auto Group, LLC

- **Sponsor EIN:** 273079540

- **Sponsor Address:** PO BOX 90667, RALEIGH, NC, 27675

- **Plan Type:** 401(k)

- **Total Participants:** 298

- **Total Assets:** $4.7M

## 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|298|$4.7M|$243,329|$437,887|

| 2023|250|$4.0M|$271,584|$444,490|

| 2022|250|$3.0M|$403,513|$571,293|

## 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|

| DREHER MARTIN CERTIFIED PUBLIC ACCO|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|$30,895|$17,993|$12,002|—|—|

| 2023|$25,369|$14,727|$9,892|—|—|

| 2022|$12,704|$7,087|$4,767|—|$850|

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