Plan Snapshot
- Plan Sponsor: Andrew Chevrolet, INC.
- Sponsor EIN: 391764755
- Sponsor Address: 1620 WEST SILVER SPRING DRIVE, MILWAUKEE, WI, 53209
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $12.0M
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 | 144 | $12.0M | $110,807 | $645,209 |
| 2023 | 155 | $11.3M | $156,090 | $605,142 |
| 2022 | 152 | $8.9M | $110,928 | $585,778 |
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 |
|---|---|---|---|---|
| BELPOINTE ASSET MANAGEMENT, LLC | SERVICE PROVIDER | — | $26,447 | $26,447 |
| THE RETIREMENT ADVANTAGE, INC | TPA | — | $10,089 | $10,089 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,536
- Estimated Expense Ratio: 0.305% 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 | $33,433 | — | $33,433 | — | — |
| 2023 | $4,782 | — | $4,782 | — | — |
| 2022 | $2,690 | — | $2,690 | — | — |