Plan Snapshot
- Plan Sponsor: Cs Toy Automotive LLC Dba Mark Jacobson Toyota
- Sponsor EIN: 853416634
- Sponsor Address: PO BOX 51699, DURHAM, NC, 27717
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 171 | $5.7M | $137,094 | $722,339 |
| 2023 | 180 | $5.8M | $101,136 | $604,204 |
| 2022 | 170 | $5.6M | $90,295 | $557,218 |
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 |
|---|---|---|---|---|
| WILLIAMS OVERMAN PIERCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIAMS OVERMAN PIERCE — 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 | $18,264 | $10,869 | $5,094 | — | — |
| 2023 | $6,029 | — | $3,913 | — | — |
| 2022 | $2,832 | — | $2,772 | — | — |