Plan Snapshot
- Plan Sponsor: Sisbarro Autoworld, INC.
- Sponsor EIN: 850334453
- Sponsor Address: 425 W. BOUTZ ROAD, LAS CRUCES, NM, 880053191
- Plan Type: 401(k)
- Total Participants: 109
- Total Assets: $6.1M
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 | 109 | $6.1M | $217,321 | $356,650 |
| 2023 | 119 | $5.5M | $235,389 | $380,968 |
| 2022 | 107 | $4.6M | $219,300 | $356,452 |
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 |
|---|---|---|---|---|
| BOCK & ASSOCIATES, LLP | Auditor | — | — | $0 |
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 | $41,059 | $15,261 | $23,438 | — | — |
| 2023 | $3,424 | — | $1,390 | — | — |
| 2022 | $3,497 | — | $1,994 | — | $1,503 |