Plan Snapshot
- Plan Sponsor: Halrec, INC. Dba Stevens Creek Toyota
- Sponsor EIN: 941441982
- Sponsor Address: P.O. BOX 9099, SAN JOSE, CA, 95129
- Plan Type: 401(k)
- Total Participants: 822
- Total Assets: $36.3M
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 | 822 | $36.3M | $323,766 | $2.6M |
| 2023 | 729 | $30.8M | $292,910 | $2.3M |
| 2022 | 748 | $26.3M | $293,369 | $2.2M |
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 |
|---|---|---|---|---|
| SILICON VALLEY ACCOUNTANCY CORP | 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 | $214,249 | $66,485 | $77,682 | — | — |
| 2023 | $161,054 | $64,304 | $31,962 | — | — |
| 2022 | $145,775 | $60,120 | $12,443 | — | $28,629 |