Plan Snapshot
- Plan Sponsor: Fremont Automobile Dealership, LLC Dba Fremont Toyota
- Sponsor EIN: 943324237
- Sponsor Address: 5851 CUSHING PARKWAY, FREMONT, CA, 94538
- Plan Type: 401(k)
- Total Participants: 311
- Total Assets: $21.7M
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 | 311 | $21.7M | $408,910 | $1.7M |
| 2023 | 261 | $19.5M | $449,570 | $1.9M |
| 2022 | 263 | $20.2M | $472,953 | $2.0M |
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 | $44,510 | — | $44,510 |
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $31,858 | — | $31,858 |
| WELLTH ADVISORY SERVICES LLC | ADVISOR | $13,340 | — | $13,340 |
| BFBA, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- BFBA, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,708
- Estimated Expense Ratio: 0.414% 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 | $91,766 | $47,256 | — | — | — |
| 2023 | $102,478 | $55,210 | — | — | — |
| 2022 | $104,617 | $946 | — | — | — |