Plan Snapshot
- Plan Sponsor: San Fernando Valley Automotive, LLC
- Sponsor EIN: 954709937
- Sponsor Address: 18600 DEVONSHIRE STREET, NORTHRIDGE, CA, 91324
- Plan Type: 401(k)
- Total Participants: 226
- Total Assets: $12.9M
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 | 226 | $12.9M | $0 | $838,897 |
| 2023 | 237 | $11.6M | $0 | $867,025 |
| 2022 | 254 | $10.0M | $0 | $990,519 |
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 |
|---|---|---|---|---|
| STADION MONEY MANAGEMENT LLC | MANAGED ACCOUNT PROVIDER | $35,266 | — | $35,266 |
| AMERITAS LIFE INSURANCE CORP | BUNDLED RECORDKEEPER | $10,052 | — | $10,052 |
| BRADY MARTZ & ASSOCIATES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STADION MONEY MANAGEMENT LLC — MANAGED ACCOUNT PROVIDER
- AMERITAS LIFE INSURANCE CORP — BUNDLED RECORDKEEPER
- BRADY MARTZ & ASSOCIATES, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,318
- Estimated Expense Ratio: 0.351% 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 | $45,319 | $35,266 | — | — | — |
| 2023 | $38,103 | $27,529 | $300 | — | — |
| 2022 | $33,806 | $33,806 | — | — | — |