Plan Snapshot
- Plan Sponsor: Central Valley Gmc D/B/A Affinity Truck Center
- Sponsor EIN: 942696720
- Sponsor Address: 2707 S EAST AVENUE, FRESNO, CA, 93725
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $10.1M
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 | 102 | $10.1M | $326,660 | $566,875 |
| 2023 | 109 | $9.0M | $402,614 | $554,986 |
| 2022 | 124 | $7.0M | $510,675 | $520,000 |
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 |
|---|---|---|---|---|
| ANDERS MINKLER HUBER & HELM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKLER HUBER & HELM 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 | $44,045 | $29,048 | — | — | — |
| 2023 | $36,179 | $23,846 | — | — | — |
| 2022 | $25,903 | $19,684 | $6,219 | — | — |