# Ted Stevens, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ted-stevens-inc-401k-plan

> Ted Stevens, INC.'s 401(k) plan: 113 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ted Stevens, INC.

- **Sponsor EIN:** 680083197

- **Sponsor Address:** 16040 CAPUTO DRIVE, MORGAN HILL, CA, 950375521

- **Plan Type:** 401(k)

- **Total Participants:** 113

- **Total Assets:** $6.5M

## 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|113|$6.5M|$0|$452,715|

| 2023|122|$6.4M|$0|$495,004|

| 2022|120|$5.8M|$10,990|$495,777|

## 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|

| CBIZ CPAS P.C.|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|$6,107|—|$6,107|—|—|

| 2023|$9,197|—|$9,197|—|—|

| 2022|$9,512|—|$9,512|—|—|

## Similar Plans

- [Proformance Associates, INC.](https://planprovider.pro/companies/proformance-associates-inc-401k-plan) — 113 participants

- [Fremont Automotive Retailing Group, INC.](https://planprovider.pro/companies/fremont-automotive-retailing-group-inc-401k-plan) — 114 participants

- [Weber Motors Fresno, INC. Dba Bmw Fresno](https://planprovider.pro/companies/weber-motors-fresno-inc-dba-bmw-fresno-401k-plan) — 116 participants

- [F.Radich Motors, INC.](https://planprovider.pro/companies/f-radich-motors-inc-401k-plan) — 108 participants

- [Robert A. Smith, INC.](https://planprovider.pro/companies/robert-a-smith-inc-401k-plan) — 108 participants

- [Pacific Automotive Group, LLC](https://planprovider.pro/companies/pacific-automotive-group-llc-401k-plan) — 120 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ted-stevens-inc-401k-plan)

© 2026 PlanProvider.Pro