Plan Snapshot
- Plan Sponsor: Pb&J Automotive, INC. Dba Tustin Mazda/Tustin Hyundai
- Sponsor EIN: 161690678
- Sponsor Address: 28 AUTO CENTER DRIVE, TUSTIN, CA, 92782
- Plan Type: 401(k)
- Total Participants: 196
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 196 | $6.8M | $120,000 | $830,093 |
| 2023 | 198 | $5.5M | $120,604 | $739,071 |
| 2022 | 190 | $4.1M | $131,839 | $769,859 |
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 | $9,838 | — | $9,838 | — | — |
| 2023 | $6,394 | — | $6,394 | — | — |
| 2022 | $5,939 | — | $5,939 | — | — |