Plan Snapshot
- Plan Sponsor: National Hot Rod Association
- Sponsor EIN: 951686172
- Sponsor Address: 140 VIA VERDE, SAN DIMAS, CA, 91773
- Plan Type: 401(k)
- Total Participants: 324
- Total Assets: $27.6M
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 | 324 | $27.6M | $507,584 | $1.1M |
| 2023 | 157 | $25.4M | $447,677 | $996,983 |
| 2022 | 201 | $21.4M | $405,143 | $879,505 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $23,981 | — | $23,981 |
| LUCAS, HORSFALL,MURPHY&PINDROH,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- LUCAS, HORSFALL,MURPHY&PINDROH,LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,981
- Estimated Expense Ratio: 0.087% 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 | $23,981 | — | $300 | — | — |
| 2023 | $21,609 | — | — | — | — |
| 2022 | $26,460 | — | — | — | — |