Plan Snapshot
- Plan Sponsor: Santa Margarita Ford
- Sponsor EIN: 954019104
- Sponsor Address: 30031 SANTA MARGARITA PARKWAY, RANCHO SANTA MARGARITA, CA, 92688
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $13.3M
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 | 169 | $13.3M | $156,884 | $1.1M |
| 2023 | 164 | $11.8M | $142,107 | $1.1M |
| 2022 | 151 | $9.2M | $109,746 | $995,131 |
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 |
|---|---|---|---|---|
| LSL CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LSL CPAS — Auditor
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 | $8,402 | $2,592 | — | — | — |
| 2023 | $7,178 | $2,438 | — | — | — |
| 2022 | $6,646 | $2,111 | $4,535 | — | — |