Plan Snapshot
- Plan Sponsor: Bobbin Trace Automotive, LLC Dba Peter Boulware Toyota
- Sponsor EIN: 593763551
- Sponsor Address: 3800 W. TENNESSEE STREET, TALLAHASSEE, FL, 32304
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $3.6M
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 | 155 | $3.6M | $120,729 | $640,139 |
| 2023 | 135 | $3.1M | $115,751 | $701,421 |
| 2022 | 125 | $2.2M | $103,056 | $582,076 |
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 |
|---|---|---|---|---|
| LANIGAN & ASSOCIATES | Auditor | $11,300 | — | $11,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LANIGAN & ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,300
- Estimated Expense Ratio: 0.313% 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 | $43,475 | — | $13,715 | $11,300 | — |
| 2023 | $35,666 | $15,942 | — | — | — |
| 2022 | $14,237 | — | — | — | $14,237 |