Plan Snapshot
- Plan Sponsor: Surf City Auto Group, INC.
- Sponsor EIN: 953834819
- Sponsor Address: 16701 BEACH BOULEVARD, HUNTINGTON BEACH, CA, 92647
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $4.2M
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. |
|---|---|---|---|---|
| 2023 | 161 | $4.2M | $0 | $647,288 |
| 2022 | 176 | $3.5M | $0 | $672,329 |
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 |
|---|---|---|---|---|
| MAP RETIREMENT USA LLC | Other Service Provider | $88,056 | — | $88,056 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $43,740 | — | $43,740 |
| CLIFTONLARSONALLEN WA LLC | Investment Advisor | $37,246 | — | $37,246 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN WA LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $169,042
- Estimated Expense Ratio: 4.014% 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 |
|---|---|---|---|---|---|
| 2023 | $85,823 | — | $85,823 | — | — |
| 2022 | $50,951 | — | $50,951 | — | — |