Plan Snapshot
- Plan Sponsor: Tall Oaks Automotive, LLC Dba Trent Cadillac Buick Gmc
- Sponsor EIN: 872440279
- Sponsor Address: 1707 HIGHWAY 70 EAST, NEW BERN, NC, 28560
- Plan Type: 401(k)
- Total Participants: 52
- Total Assets: $7.1M
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 | 52 | $7.1M | $200,889 | $364,356 |
| 2023 | 56 | $6.2M | $189,595 | $363,507 |
| 2022 | 57 | $6.1M | $206,276 | $393,541 |