# Pb&J Automotive, INC. Dba Tustin Mazda/Tustin Hyundai 401(k) Plan
Source: https://planprovider.pro/companies/pb-j-automotive-inc-dba-tustin-mazda-tustin-hyundai-401k-plan

> Pb&J Automotive, INC. Dba Tustin Mazda/Tustin Hyundai's 401(k) plan: 196 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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