Plan Snapshot
- Plan Sponsor: Circle Automotive Group, INC.
- Sponsor EIN: 954716497
- Sponsor Address: 1400 S. DAN GURNEY, SANTA ANA, CA, 92705
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $5.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 160 | $5.3M | $0 | $270,513 |
| 2023 | 142 | $5.5M | $0 | $263,113 |
| 2022 | 147 | $6.8M | $0 | $709,208 |
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 |
|---|---|---|---|---|
| JASON A PRATTES FINANCIAL INC. | Investment Advisor | $26,012 | — | $26,012 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,012
- Estimated Expense Ratio: 0.489% 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 | $27,248 | $26,013 | — | — | — |
| 2023 | $31,663 | $29,143 | — | — | — |
| 2022 | $36,171 | — | — | — | — |