Plan Snapshot
- Plan Sponsor: St George Auto Sales INC
- Sponsor EIN: 542126439
- Sponsor Address: 10325 CENTRAL AVE, MONTCLAIR, CA, 917634402
- Plan Type: 401(k)
- Total Participants: 207
- Total Assets: $1.3M
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 | 207 | $1.3M | $0 | $377,183 |
| 2023 | 244 | $1.1M | $0 | $388,629 |
| 2022 | 240 | $758,242 | $0 | $407,842 |
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 |
|---|---|---|---|---|
| MIKE AVERSANO CPA, PC | 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 | $24,877 | $160 | $24,215 | — | — |
| 2023 | $28,242 | — | $16,771 | — | — |
| 2022 | $24,929 | — | $24,929 | — | — |