Plan Snapshot
- Plan Sponsor: Society Of Collision Repair Specialists
- Sponsor EIN: 431275465
- Sponsor Address: PO BOX 909, PROSSER, WA, 99350
- Plan Type: 401(k)
- Total Participants: 1,339
- Total Assets: $29.6M
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 | 1,339 | $29.6M | $1.8M | $2.9M |
| 2023 | 666 | $24.5M | $1.2M | $1.8M |
| 2022 | 477 | $15.8M | $801,239 | $1.2M |
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 |
|---|---|---|---|---|
| CETERA ADVISOR NETWORKS, LLC | ADVISOR | $69,412 | — | $69,412 |
| TPC QUALIFIED PLANS LLC | TPA/RK | $22,003 | — | $22,003 |
| HANDWEGER, CARDENGA, FUNHOUSER, LU | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,415
- Estimated Expense Ratio: 0.309% 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 | $94,673 | $72,670 | — | — | — |
| 2023 | $68,592 | $52,416 | — | — | — |
| 2022 | $62,299 | $62,299 | — | — | — |