Plan Snapshot
- Plan Sponsor: Reyes Automotive Group Ii, LLC
- Sponsor EIN: 202951706
- Sponsor Address: 1 LONESTAR PASS, SAN ANTONIO, TX, 78264
- Plan Type: 401(k)
- Total Participants: 614
- 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 | 614 | $6.0M | $49,856 | $1.1M |
| 2023 | 597 | $5.1M | $42,781 | $562,326 |
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 | $47,182 | — | $47,182 |
| KB FALK, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SVCS — RETAINED BY PLAN SPONSOR
- KB FALK, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,182
- Estimated Expense Ratio: 0.792% 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 | $47,181 | $73 | $47,108 | — | — |
| 2023 | $22,665 | — | $22,665 | — | — |