Plan Snapshot
- Plan Sponsor: Whatever It Takes Transmission
- Sponsor EIN: 611356670
- Sponsor Address: 300 HIGHWAY 44 E, SHEPHERDSVILLE, KY, 401656002
- Plan Type: 401(k)
- Total Participants: 1,096
- Total Assets: $11.9M
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 | 1,096 | $11.9M | $227,770 | $627,762 |
| 2023 | 1,010 | $10.0M | $236,606 | $658,247 |
| 2022 | 645 | $7.7M | $217,292 | $577,705 |
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 |
|---|---|---|---|---|
| PAYCHEX INC | RECORDKEEPER | $32,195 | — | $32,195 |
| LEVELIZED COMPENSATION ADVISOR | INVESTMENT ADVISORY | $24,639 | — | $24,639 |
| ERISA FIDUCIARY SERVICES, INC | CONTRACT ADMINISTRATOR | $8,510 | — | $8,510 |
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX INC — RECORDKEEPER
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,344
- Estimated Expense Ratio: 0.549% 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 | $65,944 | $24,639 | $40,445 | — | — |
| 2023 | $53,051 | $19,150 | $33,041 | — | — |
| 2022 | $48,860 | $17,652 | $31,208 | — | — |