Plan Snapshot
- Plan Sponsor: Freeman Motors Dba Freeman Toyota And Lexus
- Sponsor EIN: 941542405
- Sponsor Address: 2875 CORBY AVE., SANTA ROSA, CA, 95407
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $16.2M
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 | 173 | $16.2M | $206,383 | $913,750 |
| 2023 | 179 | $14.9M | $213,990 | $937,748 |
| 2022 | 172 | $13.5M | $186,554 | $841,881 |
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 |
|---|---|---|---|---|
| POMARES & COMPANY, LLP | Auditor | — | — | $0 |
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 | $48,119 | — | — | — | — |
| 2023 | $42,399 | — | — | — | — |
| 2022 | $43,798 | — | $43,798 | — | — |