Plan Snapshot
- Plan Sponsor: Tacoma Subaru, INC.
- Sponsor EIN: 911403804
- Sponsor Address: 6221 TACOMA MALL BOULEVARD, TACOMA, WA, 98409
- Plan Type: 401(k)
- Total Participants: 211
- Total Assets: $11.2M
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. |
|---|---|---|---|---|
| 2024 | 211 | $11.2M | $185,150 | $1.1M |
| 2023 | 231 | $10.0M | $179,529 | $1.1M |
| 2022 | 220 | $7.6M | $198,675 | $1.1M |
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 |
|---|---|---|---|---|
| T.E. LOTT & COMPANY | 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 | $72,559 | $26,299 | $46,260 | — | — |
| 2023 | $59,586 | $2,197 | — | — | — |
| 2022 | $53,838 | — | $53,838 | — | — |