Plan Snapshot
- Plan Sponsor: Weber Motors Fresno, INC. Dba Bmw Fresno
- Sponsor EIN: 942519844
- Sponsor Address: 7171 N. PALM AVE., FRESNO, CA, 93650
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $1.3M
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 | 116 | $1.3M | $0 | $223,104 |
| 2023 | 122 | $954,534 | $0 | $181,150 |
| 2022 | 101 | $827,290 | $0 | $165,766 |
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 |
|---|---|---|---|---|
| CASSELL PLAN AUDITS | Auditor | — | — | $0 |
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 | $22,816 | — | $2,912 | — | — |
| 2023 | $173,044 | — | $1,921 | — | — |
| 2022 | $1,514 | $1,514 | — | — | — |