Plan Snapshot
- Plan Sponsor: Sacramento Motorcars, LLC
- Sponsor EIN: 770575060
- Sponsor Address: 8590 LAGUNA GROVE DR, ELK GROVE, CA, 95757
- Plan Type: 401(k)
- Total Participants: 206
- Total Assets: $8.2M
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 | 206 | $8.2M | $80,487 | $746,298 |
| 2023 | 230 | $7.4M | $93,338 | $813,120 |
| 2022 | 225 | $6.5M | $90,664 | $813,383 |
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 |
|---|---|---|---|---|
| SCHWARTZ, GIANNINI, LANTSBERGER & A | Auditor | — | — | $0 |
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 | $87,844 | $35,526 | $15,293 | — | — |
| 2023 | $89,059 | $34,148 | $15,053 | — | — |
| 2022 | $79,690 | $23,991 | $37,581 | — | $18,118 |