# San Fernando Valley Automotive, LLC 401(k) Plan
Source: https://planprovider.pro/companies/san-fernando-valley-automotive-llc-401k-plan

> San Fernando Valley Automotive, LLC's 401(k) plan: 226 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — MANAGED ACCOUNT PROVIDER

- [AMERITAS LIFE INSURANCE CORP](https://planprovider.pro/provider/ameritas-retirement-plans) — BUNDLED RECORDKEEPER

- [BRADY MARTZ & ASSOCIATES, P.C.](https://planprovider.pro/provider/brady-martz-and-associates-pc) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/san-fernando-valley-automotive-llc-401k-plan)

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