# Scott Robinson Pontiac, INC. Dba Scott Robinson Honda 401(k) Plan
Source: https://planprovider.pro/companies/scott-robinson-pontiac-inc-dba-scott-robinson-honda-401k-plan

> Scott Robinson Pontiac, INC. Dba Scott Robinson Honda's 401(k) plan: 228 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/scott-robinson-pontiac-inc-dba-scott-robinson-honda-401k-plan)

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