# Cardinale Oldsmobile Gmc Truck, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cardinale-oldsmobile-gmc-truck-inc-401k-plan

> Cardinale Oldsmobile Gmc Truck, INC.'s 401(k) plan: 866 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cardinale Oldsmobile Gmc Truck, INC.

- **Sponsor EIN:** 770288570

- **Sponsor Address:** 3239 IMJIN RD, MARINA, CA, 93933

- **Plan Type:** 401(k)

- **Total Participants:** 866

- **Total Assets:** $16.4M

## 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|866|$16.4M|$0|$2.2M|

| 2023|784|$13.4M|$4,905|$2.1M|

| 2022|731|$10.2M|$0|$1.8M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$54,351|—|$54,351|

| CAMBRIDGE INVESTMENT RESEARCH INC|INVESTMENT ADVISOR|$25,000|—|$25,000|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$8,011|—|$8,011|

| COMYNS, SMITH, MCCLEARY & DEAVE|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $87,362

- **Estimated Expense Ratio:** 0.532% 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|$87,362|$33,011|—|—|—|

| 2023|$59,256|$29,221|—|—|—|

| 2022|$52,172|$27,354|$24,818|—|—|

## Similar Plans

- [Mossy Nissan INC](https://planprovider.pro/companies/mossy-nissan-inc-plan) — 853 participants

- [Halrec, INC. Dba Stevens Creek Toyota](https://planprovider.pro/companies/halrec-inc-dba-stevens-creek-toyota-401k-plan) — 822 participants

- [Envision Motors Management, LLC](https://planprovider.pro/companies/envision-motors-management-llc-401k-plan) — 956 participants

- [Penske Motor Group, LLC](https://planprovider.pro/companies/penske-motor-group-llc-401k-plan) — 961 participants

- [California Automotive Retailing Group, INC.](https://planprovider.pro/companies/california-automotive-retailing-group-inc-401k-plan) — 700 participants

- [Price Family Dealerships](https://planprovider.pro/companies/price-simms-management-inc-401k-plan) — 1,037 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cardinale-oldsmobile-gmc-truck-inc-401k-plan)

© 2026 PlanProvider.Pro