Plan Snapshot
- Plan Sponsor: S&D Car Wash Management LLC
- Sponsor EIN: 201430083
- Sponsor Address: 6020 WEST OAKS BOULEVARD SUITE 300, ROCKLIN, CA, 95765
- Plan Type: 401(k)
- Total Participants: 2,621
- Total Assets: $19.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,621 | $19.9M | $1.9M | $3.2M |
| 2023 | 1,838 | $13.6M | $1.5M | $2.6M |
| 2022 | 1,395 | $7.8M | $1.2M | $1.9M |
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 |
|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTANTS | NONE | $15,364 | — | $15,364 |
| JOHN HANCOCK | NONE | $7,200 | — | $7,200 |
| GILBERT CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — NONE
- GILBERT CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,564
- Estimated Expense Ratio: 0.114% 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 | $156,061 | — | $140,698 | — | — |
| 2023 | $137,631 | — | $100,530 | — | — |
| 2022 | $93,895 | — | $63,904 | — | $29,991 |