Plan Snapshot
- Plan Sponsor: Universal Auto Group I, INC. Dba Tacoma Dodge Chrysler Jeep
- Sponsor EIN: 271025733
- Sponsor Address: 4101 S TACOMA WAY, TACOMA, WA, 98409
- Plan Type: 401(k)
- Total Participants: 109
- Total Assets: $6.4M
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 | 109 | $6.4M | $130,760 | $422,507 |
| 2023 | 103 | $5.9M | $143,841 | $468,207 |
| 2022 | 111 | $4.8M | $159,854 | $492,598 |
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 |
|---|---|---|---|---|
| BDO USA P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA P.C. — Auditor
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 | $1,335 | — | — | — | — |
| 2023 | $8,106 | $8,106 | — | — | — |
| 2022 | $680 | $680 | — | — | — |