Plan Snapshot
- Plan Sponsor: Us Auto Trust Newport Beach, LLC Dba Aston Martin Newport Beach
- Sponsor EIN: 824628814
- Sponsor Address: 10250 CONSTELLATION BLVD, LOS ANGELES, CA, 900676245
- Plan Type: 401(k)
- Total Participants: 344
- Total Assets: $12.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 344 | $12.6M | $170,548 | $1.2M |
| 2023 | 361 | $10.2M | $92,276 | $920,848 |
| 2022 | 222 | $6.6M | $89,818 | $804,094 |
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 |
|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN & VAN TRIGT LLP — 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 | $51,662 | — | $51,662 | — | — |
| 2023 | $36,567 | — | $36,567 | — | — |
| 2022 | $25,316 | — | $25,316 | — | — |