Plan Snapshot
- Plan Sponsor: California Automotive Retailing Group, INC.
- Sponsor EIN: 710923180
- Sponsor Address: 4200 JOHN MONEGO COURT, DUBLIN, CA, 94568
- Plan Type: 401(k)
- Total Participants: 700
- Total Assets: $25.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 700 | $25.5M | $384,492 | $1.1M |
| 2023 | 197 | $7.7M | $171,681 | $676,857 |
| 2022 | 184 | $6.1M | $161,917 | $686,941 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH | ADVISOR RIA | $19,129 | — | $19,129 |
| WELLS FARGO ADVISORS LLC | ADVISOR RIA | $13,582 | — | $13,582 |
| JOHN HANCOCK LIFE INSURANCE CO USA | RECORDKEEPER | $5,816 | — | $5,816 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH — ADVISOR RIA
- JOHN HANCOCK LIFE INSURANCE CO USA — RECORDKEEPER
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,527
- Estimated Expense Ratio: 0.151% 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 | $147,936 | $32,711 | $56,610 | — | — |
| 2023 | $68,243 | $16,942 | $51,301 | — | — |
| 2022 | $66,288 | $15,307 | $29,940 | — | — |