Plan Snapshot
- Plan Sponsor: Oil Changer, INC.
- Sponsor EIN: 680031624
- Sponsor Address: 4511 WILLOW RD. SUITE1, PLEASANTON, CA, 94588
- Plan Type: 401(k)
- Total Participants: 1,153
- Total Assets: $10.7M
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 | 1,153 | $10.7M | $509,748 | $924,029 |
| 2023 | 709 | $7.8M | $403,024 | $744,075 |
| 2022 | 484 | $5.3M | $295,293 | $527,149 |
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 | $36,326 | — | $36,326 |
| MONETA GROUP INVESTMENT ADVISORS | ADVISOR | $18,423 | — | $18,423 |
| SENSIBA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SENSIBA LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,749
- Estimated Expense Ratio: 0.510% 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 | $54,749 | $18,423 | — | — | — |
| 2023 | $40,031 | $15,892 | — | — | — |
| 2022 | $36,234 | — | — | — | — |