Plan Snapshot
- Plan Sponsor: Scott Robinson Pontiac, INC. Dba Scott Robinson Honda
- Sponsor EIN: 952209899
- Sponsor Address: 20340 HAWTHORNE BLVD, TORRANCE, CA, 90503
- Plan Type: 401(k)
- Total Participants: 228
- Total Assets: $13.8M
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 | 228 | $13.8M | $61,071 | $653,445 |
| 2023 | 200 | $12.1M | $94,999 | $684,913 |
| 2022 | 204 | $10.9M | $82,895 | $723,095 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | INVESTMENT ADVISOR | $32,161 | — | $32,161 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $19,169 | — | $19,169 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,330
- Estimated Expense Ratio: 0.371% 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 | $83,916 | $51,330 | — | — | — |
| 2023 | $43,975 | $43,975 | — | — | — |
| 2022 | $47,776 | — | $47,776 | — | — |