Auto Investment, Inc. 401(k) Plan: Login, Facts & Contact Information

Auto Investment, Inc. 401(k) Plan Facts

Plan name
AUTO INVESTMENT, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
AUTO INVESTMENT, INC.
Participants
694 (388 active employees)
Former employees with a balance
161
Plan assets
$27,311,595 at Dec 31, 2024
Average account balance
$51,531 across 530 accounts
Employer contributions
$1,072,667 in plan year 2024 (29% of all contributions)
Recordkeeper
Erisa Specialist
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2016
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 25, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.64 million went into the plan in contributions, $1.07 million of it from the employer (29%).
  • $3.01 million was paid out to participants.
  • Investment and other income added $3.02 million.
  • Administrative expenses were $212,973, about $402 per account.

How the Auto Investment, Inc. 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019498$16.6 million$662,829$1.52 million
2020420$19.6 million$734,641$1.64 million
2021551$21.9 million$859,066$2.71 million
2022636$20.4 million$986,148$1.51 million
2023685$23.9 million$1.05 million$3.32 million
2024694$27.3 million$1.07 million$3.01 million

Auto Investment, Inc. 401(k) Contact Information

Phone
205-271-2098
Mailing address
80 DRIVERS WAY, PELHAM AL 35124
Plan sponsor
AUTO INVESTMENT, INC.
Plan administrator
401K SAFE 3(16), LLC
Employer identification number (EIN)
13-3446196
Plan number
004

Questions about the Auto Investment, Inc. 401(k)

Does Auto Investment, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.07 million, 29% of all contributions.

Does the Auto Investment, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Auto Investment, Inc 401(k) plan?

694 participants at the start of plan year 2024, 388 of them active employees, and 161 former employees who still had money in the plan.

What is the average 401(k) balance at Auto Investment, Inc?

About $51,531 per account: $27.3 million in plan assets across 530 accounts with a balance at the end of plan year 2024.

Who manages the Auto Investment, Inc 401(k) accounts?

ERISA SPECIALIST is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Auto Investment, Inc. How do I access my 401(k)?

Your account stays with ERISA SPECIALIST after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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