Plan Snapshot
- Plan Sponsor: A-Z Bus Sales, INC.
- Sponsor EIN: 330065644
- Sponsor Address: 1900 S RIVERSIDE AVE, COLTON, CA, 923243344
- Plan Type: DC
- Total Participants: 156
- Total Assets: $51.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 156 | $51.4M | $1.1M | $0 |
| 2023 | 144 | $39.4M | $600,000 | $0 |
| 2022 | 122 | $34.6M | $480,000 | $0 |
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 |
|---|---|---|---|---|
| TRANSITION FINANCE STRATEGIES/BREA | NONE | $17,185 | — | $17,185 |
| ARGENT TRUST COMPANY | NONE | $14,943 | — | $14,943 |
| MORGAN STANELY SMITH/BARNEY | NONE | $8,099 | — | $8,099 |
| PRAIRIE CAPITAL ADVISORS | NONE | $5,250 | — | $5,250 |
| TALLEY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TALLEY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,477
- Estimated Expense Ratio: 0.089% 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 | $45,477 | $13,349 | — | — | — |
| 2023 | $60,618 | — | — | — | — |
| 2022 | $72,648 | — | — | — | $72,648 |