Plan Snapshot
- Plan Sponsor: Wolfe Automotive Group, LLC
- Sponsor EIN: 431811219
- Sponsor Address: 1011 W. 103RD STREET, KANSAS CITY, MO, 64114
- Plan Type: 401(k)
- Total Participants: 415
- Total Assets: $24.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 415 | $24.1M | $345,491 | $1.8M |
| 2023 | 384 | $21.9M | $326,244 | $1.8M |
| 2022 | 376 | $18.6M | $312,469 | $1.6M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $15,925 | — | $15,925 |
| PICKETT, CHANEY& MCMULLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PICKETT, CHANEY& MCMULLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,925
- Estimated Expense Ratio: 0.066% 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 | $15,341 | — | — | — | — |
| 2023 | $12,815 | — | — | — | — |
| 2022 | $12,269 | — | — | — | — |