Plan Snapshot
- Plan Sponsor: Quebedeaux Pontiac Gmc
- Sponsor EIN: 860141343
- Sponsor Address: 3566 E. SPEEDWAY, TUCSON, AZ, 85716
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $6.0M
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 | 105 | $6.0M | $187,553 | $518,010 |
| 2023 | 93 | $4.8M | $156,577 | $505,953 |
| 2022 | 86 | $5.1M | $164,019 | $495,836 |
| 2021 | 82 | $6.2M | $0 | $0 |
| 2020 | 70 | $5.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $15,585 | — | — | — | — |
| 2023 | $16,095 | — | — | — | — |
| 2022 | $16,456 | — | — | — | $16,456 |
| 2021 | $16,502 | — | — | — | — |
| 2020 | $19,930 | — | $19,930 | — | — |