Plan Snapshot
- Plan Sponsor: Cavender Oldsmobile Co., INC.
- Sponsor EIN: 741619391
- Sponsor Address: 5778 STEMMONS, SUITE 130, SAN ANTONIO, TX, 78238
- Plan Type: 401(k)
- Total Participants: 1,515
- Total Assets: $29.3M
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 | 1,515 | $29.3M | $15,335 | $5.6M |
| 2023 | 2,089 | $28.6M | $0 | $6.9M |
| 2022 | 1,714 | $19.7M | $0 | $4.3M |
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 |
|---|---|---|---|---|
| LANE GORMAN TRUBITT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LANE GORMAN TRUBITT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $111,318 | — | — | — | — |
| 2023 | $114,718 | $30,555 | — | — | — |
| 2022 | $95,827 | $72,749 | $23,078 | — | — |