# Andrew Chevrolet, INC. 401(k) Plan
Source: https://planprovider.pro/companies/andrew-chevrolet-inc-401k-plan

> Andrew Chevrolet, INC.'s 401(k) plan: 144 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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