Plan Snapshot
- Plan Sponsor: Motor Vehicle Software Corporation
- Sponsor EIN: 202621720
- Sponsor Address: 29901 AGOURA RD., AGOURA HILLS, CA, 91301
- Plan Type: 401(k)
- Total Participants: 435
- Total Assets: $18.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 435 | $18.2M | $787,656 | $1.6M |
| 2023 | 372 | $14.3M | $717,032 | $1.4M |
| 2022 | 365 | $10.3M | $606,238 | $1.2M |
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 USA | RECORDKEEPER | $43,953 | — | $43,953 |
| MERRILL LYNCH | RIA | $40,036 | — | $40,036 |
| HOLTHOUSE, CARLIN & VAN TRIQT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK USA — RECORDKEEPER
- MERRILL LYNCH — RIA
- HOLTHOUSE, CARLIN & VAN TRIQT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,989
- Estimated Expense Ratio: 0.462% 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 | $91,214 | $40,036 | $7,225 | — | — |
| 2023 | $67,986 | $28,968 | $7,250 | — | — |
| 2022 | $63,038 | $26,758 | $36,280 | — | — |