Plan Snapshot
- Plan Sponsor: Hidden Valley Investments, INC. Dba Quality Chevrolet
- Sponsor EIN: 330198308
- Sponsor Address: 1550 AUTO PARK WAY, ESCONDIDO, CA, 920292059
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $8.4M
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 | 97 | $8.4M | $0 | $500,706 |
| 2023 | 102 | $8.1M | $0 | $519,316 |
| 2022 | 106 | $6.8M | $0 | $495,489 |
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 |
|---|---|---|---|---|
| HYPERION ACCOUNTING GROUP | 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 | $44,230 | — | $44,230 | — | — |
| 2023 | $39,782 | — | $39,782 | — | — |
| 2022 | $35,644 | — | $35,644 | — | — |