Plan Snapshot
- Plan Sponsor: Central Arizona Auto Group
- Sponsor EIN: 832681548
- Sponsor Address: 5943 E BROWN RD, MESA, AZ, 85205
- Plan Type: 401(k)
- Total Participants: 218
- Total Assets: $791,511
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 | 218 | $791,511 | $0 | $382,284 |
| 2023 | 208 | $554,488 | $0 | $323,620 |
| 2022 | 150 | $371,007 | $0 | $305,025 |
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 |
|---|---|---|---|---|
| WALLACE PLESE & DREHER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WALLACE PLESE & DREHER 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 | $13,245 | — | — | — | — |
| 2023 | $11,240 | $1,965 | — | — | — |
| 2022 | $9,797 | — | — | — | — |