Plan Snapshot
- Plan Sponsor: Deluxe Auto Carriers INC
- Sponsor EIN: 202037002
- Sponsor Address: 4788 BROOKHOLLOW CIR, JURUPA VALLEY, CA, 925093072
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 0 | $0 | $375,282 | $489,719 |
| 2023 | 198 | $1.9M | $246,334 | $419,282 |
| 2022 | 170 | $1.3M | $249,407 | $412,993 |
| 2020 | 174 | $383,110 | $0 | $0 |
| 2019 | 169 | $149,271 | $0 | $0 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $17,402 | — | $17,402 |
| ADP, INC. | RECORDKEEPER | $10,860 | — | $10,860 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORDKEEPER
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,262
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 | $21,812 | — | $21,812 | — | — |
| 2023 | $14,131 | — | $14,131 | — | — |
| 2022 | $10,566 | — | $10,566 | — | — |
| 2020 | $3,127 | — | — | — | — |
| 2019 | $1,571 | — | — | — | — |