Plan Snapshot
- Plan Sponsor: Central Valley Automotive
- Sponsor EIN: 941662190
- Sponsor Address: 4460 MCHENRY AVE, MODESTO, CA, 95356
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $11.4M
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 | 136 | $11.4M | $191,142 | $653,053 |
| 2023 | 173 | $10.2M | $191,904 | $684,115 |
| 2022 | 143 | $8.7M | $205,967 | $725,507 |
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 |
|---|---|---|---|---|
| JOHNSON & ASSOCIATES CPA'S INC | Auditor | — | — | $0 |
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 | $76,197 | $68,665 | — | — | — |
| 2023 | $65,825 | $61,024 | — | — | — |
| 2022 | $64,566 | $61,116 | $3,450 | — | — |