# Price Family Dealerships 401(k) Plan
Source: https://planprovider.pro/companies/price-simms-management-inc-401k-plan

> Price Family Dealerships's 401(k) plan: 1,037 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| JOHN HANCOCK RETIREMENT PLAN SVCS|RETAINED BY PLAN SPONSOR|$104,006|—|$104,006|

| NFP RETIREMENT|RETAINED BY PLAN SPONSOR|$9,479|—|$9,479|

| CREATIVE PLANNING ASSOCIATES|RETAINED BY PLAN SPONSOR|$8,020|—|$8,020|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK RETIREMENT PLAN SVCS](https://planprovider.pro/provider/john-hancock) — RETAINED BY PLAN SPONSOR

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $121,505

- **Estimated Expense Ratio:** 0.308% 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|$121,505|$20,930|$100,575|—|—|

| 2023|$86,441|$2,385|$84,056|—|—|

| 2022|$111,791|$35,819|$75,972|—|—|

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