Plan Snapshot
- Plan Sponsor: Sewell Village Cadillac Company, INC
- Sponsor EIN: 750715412
- Sponsor Address: 8111 DOUGLAS AVENUE, STE 700, DALLAS, TX, 75225
- Plan Type: 401(k)
- Total Participants: 3,821
- Total Assets: $370.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 3,821 | $370.6M | $4.7M | $26.7M |
| 2023 | 3,727 | $314.5M | $4.4M | $25.0M |
| 2022 | 3,436 | $251.6M | $3.9M | $22.2M |
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 |
|---|---|---|---|---|
| VANGUARD GROUP, INC. | RECORDKEEPER | $54,816 | — | $54,816 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,816
- Estimated Expense Ratio: 0.015% 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 | $54,816 | — | $54,816 | — | — |
| 2023 | $54,757 | — | $54,757 | — | — |
| 2022 | $39,551 | — | $39,551 | — | — |