# Halrec, INC. Dba Stevens Creek Toyota 401(k) Plan
Source: https://planprovider.pro/companies/halrec-inc-dba-stevens-creek-toyota-401k-plan

> Halrec, INC. Dba Stevens Creek Toyota's 401(k) plan: 822 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| JOHN HANCOCK LIFE INSURANCE COMPAN|CONTRACT ADMINISTRATOR|$77,682|—|$77,682|

| PRIMARK|RECORDKEEPER|$70,082|—|$70,082|

| MIRACLE MILE ADVISORS, LLC|INVESTMENT ADVISOR|$66,485|—|$66,485|

| SILICON VALLEY ACCOUNTANCY CORP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK LIFE INSURANCE COMPAN](https://planprovider.pro/provider/john-hancock) — CONTRACT ADMINISTRATOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $214,249

- **Estimated Expense Ratio:** 0.590% 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|$214,249|$66,485|$77,682|—|—|

| 2023|$161,054|$64,304|$31,962|—|—|

| 2022|$145,775|$60,120|$12,443|—|$28,629|

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