Plan Snapshot
- Plan Sponsor: Price Family Dealerships
- Sponsor EIN: 465176177
- Sponsor Address: 135 EAST SIR FRANCIS DRAKE BLVD., LARKSPUR, CA, 94939
- Plan Type: 401(k)
- Total Participants: 1,037
- Total Assets: $39.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,037 | $39.4M | $675,444 | $3.5M |
| 2023 | 1,172 | $35.5M | $668,058 | $3.2M |
| 2022 | 1,162 | $29.7M | $599,578 | $2.8M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
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 | $121,505 | $20,930 | $100,575 | — | — |
| 2023 | $86,441 | $2,385 | $84,056 | — | — |
| 2022 | $111,791 | $35,819 | $75,972 | — | — |