Plan Snapshot
- Plan Sponsor: The Automotive Group, INC.
- Sponsor EIN: 330633379
- Sponsor Address: 2061 WINERIDGE, ESCONDIDO, CA, 92029
- Plan Type: 401(k)
- Total Participants: 257
- Total Assets: $10.2M
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 | 257 | $10.2M | $0 | $998,472 |
| 2023 | 247 | $9.3M | $0 | $1.0M |
| 2022 | 233 | $7.7M | $409 | $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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $37,441 | — | $37,441 |
| ONEDIGITAL INVESTMENT ADVISORS | Investment Advisor | $24,052 | — | $24,052 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- ONEDIGITAL INVESTMENT ADVISORS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,493
- Estimated Expense Ratio: 0.604% 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 |
|---|---|---|---|---|---|
| 2024 | $61,493 | $24,052 | — | — | — |
| 2023 | $50,310 | $20,489 | — | — | — |
| 2022 | $51,115 | $20,330 | — | — | — |