Plan Snapshot
- Plan Sponsor: Del Grande Dealer Group
- Sponsor EIN: 770507523
- Sponsor Address: 911 CAPITOL EXPRESSWAY AUTOMALL, SAN JOSE, CA, 95136
- Plan Type: 401(k)
- Total Participants: 1,048
- Total Assets: $43.8M
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 | 1,048 | $43.8M | $652,679 | $5.3M |
| 2023 | 1,027 | $37.9M | $923,759 | $5.3M |
| 2022 | 982 | $28.5M | $861,875 | $4.9M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $104,655 | — | $104,655 |
| SILICON VALLEY RETIREMENT SERVICES | ADVISOR | $28,775 | — | $28,775 |
| FORVIS MAZARS, LLP | ACCOUNTANT/AUDITOR | $18,500 | — | $18,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SILICON VALLEY RETIREMENT SERVICES — ADVISOR
- FORVIS MAZARS, LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $151,930
- Estimated Expense Ratio: 0.347% 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 | $151,930 | $28,775 | — | $18,500 | — |
| 2023 | $159,429 | $23,961 | — | $17,875 | — |
| 2022 | $161,684 | — | — | — | — |