Plan Snapshot
- Plan Sponsor: Bill Luke Chrysler Jeep & Dodge INC
- Sponsor EIN: 860668231
- Sponsor Address: 2425 WEST CAMELBACK ROAD, PHOENIX, AZ, 85015
- Plan Type: 401(k)
- Total Participants: 450
- Total Assets: $10.9M
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 | 450 | $10.9M | $68,551 | $1.0M |
| 2023 | 385 | $9.7M | $74,019 | $935,201 |
| 2022 | 352 | $9.0M | $80,620 | $1.1M |
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 |
|---|---|---|---|---|
| SCHUMANN ADRIANO & COMPANY PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHUMANN ADRIANO & COMPANY PLLC — 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 | $1,338 | $985 | $353 | — | — |
| 2023 | $2,651 | $661 | $1,990 | — | — |
| 2022 | $2,982 | $317 | $2,665 | — | — |