Plan Snapshot
- Plan Sponsor: Trophy Automotive Dealer Group LLC
- Sponsor EIN: 464311653
- Sponsor Address: 16721 VENTURA BLVD, ENCINO, CA, 91436
- Plan Type: 401(k)
- Total Participants: 511
- Total Assets: $14.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 511 | $14.4M | $0 | $1.0M |
| 2023 | 499 | $13.5M | $253,787 | $1.0M |
| 2022 | 527 | $10.9M | $273,950 | $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 |
|---|---|---|---|---|
| MMA SECURITIES LLC | BROKER/DEALER | — | $25,358 | $25,358 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $6,061 | — | $6,061 |
| PREMIER PLAN CONSULTANTS, INC | THIRD PARTY ADMIN | — | $5,154 | $5,154 |
| LEMAS & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES LLC — BROKER/DEALER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,573
- Estimated Expense Ratio: 0.254% 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 | $10,906 | $6,061 | $3,845 | — | — |
| 2023 | $24,137 | — | $24,137 | — | — |
| 2022 | $47,909 | — | $47,909 | — | — |