Plan Snapshot
- Plan Sponsor: Clermont Motor Sales LLC
- Sponsor EIN: 204196188
- Sponsor Address: 16851 STATE ROAD 50, CLERMONT, FL, 34711
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $2.0M
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 | 137 | $2.0M | $0 | $406,225 |
| 2023 | 136 | $1.7M | $0 | $411,265 |
| 2022 | 127 | $1.2M | $9,771 | $388,861 |
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 |
|---|---|---|---|---|
| REYNOLDS, BONE & GRIESBECK PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REYNOLDS, BONE & GRIESBECK PLC — 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 | $4,360 | — | $4,360 | — | — |
| 2023 | $3,712 | — | $3,712 | — | — |
| 2022 | $3,153 | — | $3,153 | — | — |