Plan Snapshot
- Plan Sponsor: Bbb Automotive, LLC
- Sponsor EIN: 852917092
- Sponsor Address: 3120 AIRWAY AVE, COSTA MESA, CA, 92626
- Plan Type: 401(k)
- Total Participants: 65
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 65 | $1.4M | $4,737 | $306,324 |
| 2023 | 94 | $2.1M | $373,983 | $301,223 |
| 2022 | 94 | $1.4M | $466,984 | $354,594 |
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 |
|---|---|---|---|---|
| UNIGLOBAL PENSION PLANNING, INC. | Recordkeeper | $16,033 | — | $16,033 |
| TRANSAMERICA LIFE INSURANCE CO. | Recordkeeper | $15,279 | — | $15,279 |
| EDWARD D JONES & COMPANY | Investment Advisor | $8,976 | — | $8,976 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA LIFE INSURANCE CO. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,288
- Estimated Expense Ratio: 2.865% 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 | $40,954 | $2,975 | — | — | — |
| 2023 | $18,913 | $2,391 | — | — | — |
| 2022 | $13,628 | $3,216 | $10,412 | — | — |