Plan Snapshot
- Plan Sponsor: Walnut Creek Ford, INC.
- Sponsor EIN: 680193997
- Sponsor Address: 1800 NORTH MAIN STREET, WALNUT CREEK, CA, 94596
- Plan Type: 401(k)
- Total Participants: 326
- Total Assets: $23.7M
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 | 326 | $23.7M | $274,120 | $1.6M |
| 2023 | 316 | $20.2M | $243,660 | $1.4M |
| 2022 | 314 | $18.0M | $235,069 | $1.4M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | NONE | $35,165 | — | $35,165 |
| ASCENSUS LLC | NONE | $19,241 | — | $19,241 |
| FRANK, RIMERMAN & CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRANK, RIMERMAN & CO. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,406
- Estimated Expense Ratio: 0.229% 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 | $59,381 | $35,165 | $24,216 | — | — |
| 2023 | $60,367 | $27,572 | $9,773 | $23,022 | — |
| 2022 | $35,229 | $26,679 | $8,550 | — | — |