Plan Snapshot
- Plan Sponsor: Euromotors, INC. D/B/A Mercedes Benz Of San Francisco
- Sponsor EIN: 941565174
- Sponsor Address: 2233 GELLERT BLVD, SOUTH SAN FRANCISCO, CA, 94080
- Plan Type: 401(k)
- Total Participants: 273
- Total Assets: $25.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 273 | $25.1M | $0 | $1.5M |
| 2023 | 284 | $22.9M | $0 | $1.5M |
| 2022 | 311 | $19.3M | $0 | $1.7M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $38,783 | — | $38,783 |
| CONCURRENT INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $35,000 | — | $35,000 |
| POMARES & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- POMARES & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,783
- Estimated Expense Ratio: 0.294% 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 | $73,783 | $35,000 | — | — | — |
| 2023 | $64,551 | $35,000 | — | — | — |
| 2022 | $71,552 | $35,000 | $36,552 | — | — |