Plan Snapshot
- Plan Sponsor: Yark Automotive Group
- Sponsor EIN: 341089859
- Sponsor Address: 3335 MEIJER DRIVE, SUITE 400, TOLEDO, OH, 43617
- Plan Type: 401(k)
- Total Participants: 446
- Total Assets: $46.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 446 | $46.7M | $433,438 | $2.3M |
| 2023 | 443 | $41.8M | $451,883 | $2.5M |
| 2022 | 427 | $32.9M | $479,981 | $2.6M |
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 |
|---|---|---|---|---|
| OSAIC WEALTH INC | INVESTMENT ADVISOR | $79,963 | — | $79,963 |
| CAPITAL GROUP RETIREMENT PLAN SVCS. | RECORDKEEPER | $7,803 | — | $7,803 |
| PLANTE MORAN | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,766
- Estimated Expense Ratio: 0.188% 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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |