# Truecar, INC. And Subsidiaries 401(k) Plan
Source: https://planprovider.pro/companies/truecar-inc-subsidiaries-401k-plan

> Truecar, INC. And Subsidiaries's 401(k) plan: 340 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Truecar, INC. And Subsidiaries

- **Sponsor EIN:** 043807511

- **Sponsor Address:** 225 SANTA MONICA BLVD., 12TH FLOOR, SANTA MONICA, CA, 90401

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

- **Total Participants:** 340

- **Total Assets:** $63.5M

## 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|340|$63.5M|$1.3M|$3.5M|

| 2023|323|$59.9M|$1.3M|$4.2M|

| 2022|442|$53.8M|$1.5M|$4.5M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$65,462|—|$65,462|

| MMA SECURITIES|ADVISOR|$55,000|—|$55,000|

| DBB MCKENNON|ACCOUNTANT|$15,250|—|$15,250|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MMA SECURITIES](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

- [DBB MCKENNON](https://planprovider.pro/provider/dbbmckennon) — ACCOUNTANT

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $135,712

- **Estimated Expense Ratio:** 0.214% 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|$135,712|$55,000|—|—|—|

| 2023|$89,395|$27,500|—|—|—|

| 2022|$272,769|—|$272,769|—|—|

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

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