Plan Snapshot
- Plan Sponsor: Alamo City Motors INC
- Sponsor EIN: 741742838
- Sponsor Address: 19011 HWY 59 NORTH, HUMBLE, TX, 77338
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $6.3M
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 | 0 | $6.3M | $146,345 | $291,466 |
| 2023 | 207 | $9.3M | $6,414 | $578,603 |
| 2022 | 202 | $8.7M | $175,582 | $690,435 |
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 |
|---|---|---|---|---|
| SENTRY LIFE INSURANCE COMPANY | RECORDKEEPER | $10,280 | — | $10,280 |
| SVADLENAK SEE & COMPANY | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,280
- Estimated Expense Ratio: 0.163% 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 | $13,488 | $3,208 | $10,280 | — | — |
| 2023 | $7,281 | $5,117 | $2,164 | — | — |
| 2022 | $5,014 | $305 | $4,709 | — | — |