Plan Snapshot
- Plan Sponsor: Honda Of San Marcos
- Sponsor EIN: 205000025
- Sponsor Address: 4300 IH-35 SOUTH, SAN MARCOS, TX, 78666
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $7.6M
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 | 93 | $7.6M | $139,792 | $423,972 |
| 2023 | 97 | $6.4M | $135,218 | $411,165 |
| 2022 | 95 | $5.7M | $118,301 | $355,992 |
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 |
|---|---|---|---|---|
| RILEY & CO., PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RILEY & CO., PLLC — Auditor
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 | $5,708 | — | $2,535 | — | — |
| 2023 | $3,540 | — | $3,540 | — | — |
| 2022 | $7,109 | — | $7,109 | — | — |