# Del Grande Dealer Group 401(k) Plan
Source: https://planprovider.pro/companies/del-grande-dealer-group-401k-plan

> Del Grande Dealer Group's 401(k) plan: 1,048 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SILICON VALLEY RETIREMENT SERVICES](https://planprovider.pro/provider/silicon-valley-retirement-services-llc) — ADVISOR

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/del-grande-dealer-group-401k-plan)

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