Plan Snapshot
- Plan Sponsor: Kirby Oldsmobile
- Sponsor EIN: 952459334
- Sponsor Address: 6424 AUTO CENTER DR, VENTURA, CA, 930037210
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 130 | $1.4M | $0 | $196,447 |
| 2023 | 143 | $1.3M | $0 | $188,429 |
| 2022 | 166 | $1.5M | $0 | $221,206 |
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 |
|---|---|---|---|---|
| BERLINER & COMPANY | 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 | $6,072 | $554 | $4,658 | — | — |
| 2023 | $4,903 | $441 | $3,602 | — | — |
| 2022 | $4,079 | $233 | $3,846 | — | — |