Plan Snapshot
- Plan Sponsor: Continental Volkswagon LLC
- Sponsor EIN: 850136821
- Sponsor Address: 6060 S BROADWAY, LITTLETON, CO, 80121
- Plan Type: 401(k)
- Total Participants: 676
- Total Assets: $26.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 676 | $26.7M | $1.7M | $3.0M |
| 2023 | 609 | $22.0M | $1.7M | $2.8M |
| 2022 | 602 | $16.5M | $1.1M | $2.4M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN PLLC | 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 | $289,186 | $110,273 | — | — | — |
| 2023 | $234,314 | $84,181 | — | — | — |
| 2022 | $128,112 | — | — | — | — |