Plan Snapshot
- Plan Sponsor: J. Velarde, INC. Dba Chrysler Jeep Dodge Center
- Sponsor EIN: 208517651
- Sponsor Address: 79200 VARNER ROAD, INDIO, CA, 92203
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $3.1M
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 | 137 | $3.1M | $0 | $364,670 |
| 2023 | 140 | $2.5M | $0 | $375,285 |
| 2022 | 129 | $2.6M | $0 | $406,321 |
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 |
|---|---|---|---|---|
| COULTER & JUSTUS | 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 | $37,179 | — | — | — | — |
| 2023 | $32,228 | — | $12,267 | — | — |
| 2022 | $31,554 | — | $31,554 | — | — |