Plan Snapshot
- Plan Sponsor: Civic Automobiles Group
- Sponsor EIN: 251659214
- Sponsor Address: 5760 UNIVERSITY BOULEVARD, MOON TOWNSHIP, PA, 15108
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $13.0M
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 | 155 | $13.0M | $293,359 | $835,780 |
| 2023 | 146 | $11.4M | $271,538 | $779,979 |
| 2022 | 140 | $9.6M | $253,489 | $752,873 |
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 |
|---|---|---|---|---|
| SISTERSON & CO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SISTERSON & CO, 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 | $24,748 | $18,000 | $6,748 | — | — |
| 2023 | $20,743 | $18,000 | $2,743 | — | — |
| 2022 | $31,483 | — | $989 | — | $30,494 |