# Tacoma Subaru, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tacoma-subaru-inc-401k-plan

> Tacoma Subaru, INC.'s 401(k) plan: 211 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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