Plan Snapshot
- Plan Sponsor: Sf Motors, INC.
- Sponsor EIN: 811258513
- Sponsor Address: 1504 MCCARTHY BOULEVARD, MILPITAS, CA, 95035
- Plan Type: 401(k)
- Total Participants: 42
- Total Assets: $12.3M
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 | 42 | $12.3M | $183,728 | $575,569 |
| 2023 | 48 | $10.2M | $227,317 | $642,923 |
| 2022 | 46 | $8.6M | $113,158 | $713,113 |
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 |
|---|---|---|---|---|
| AUDIT AND TAX SOLUTIONS, CPAS, INC. | Auditor | $8,750 | — | $8,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AUDIT AND TAX SOLUTIONS, CPAS, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,750
- Estimated Expense Ratio: 0.071% 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 | $10,425 | — | — | $8,750 | — |
| 2023 | $75 | — | — | — | — |
| 2022 | $394 | — | — | — | — |