# California Automotive Retailing Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/california-automotive-retailing-group-inc-401k-plan

> California Automotive Retailing Group, INC.'s 401(k) plan: 700 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/merrill-lynch) — ADVISOR RIA

- [JOHN HANCOCK LIFE INSURANCE CO USA](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/california-automotive-retailing-group-inc-401k-plan)

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