# Bluebonnet Chrysler Dodge, Ltd 401(k) Plan
Source: https://planprovider.pro/companies/bluebonnet-chrysler-dodge-ltd-401k-plan

> Bluebonnet Chrysler Dodge, Ltd's 401(k) plan: 99 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bluebonnet Chrysler Dodge, Ltd

- **Sponsor EIN:** 522364922

- **Sponsor Address:** 351 IH 35 SOUTH, NEW BRAUNFELS, TX, 78130

- **Plan Type:** 401(k)

- **Total Participants:** 99

- **Total Assets:** $8.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|99|$8.4M|$152,000|$665,816|

| 2023|100|$6.8M|$152,000|$661,449|

| 2022|96|$5.7M|$150,000|$743,973|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$13,397|—|$13,397|

| MORGAN STANLEY|INVESTMENT ADVISOR|$10,134|—|$10,134|

| APRIO, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [APRIO, LLP](https://planprovider.pro/provider/aprio-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $23,531

- **Estimated Expense Ratio:** 0.281% 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|$23,531|$10,134|—|—|—|

| 2023|$18,857|$8,227|—|—|—|

| 2022|$17,099|—|$17,099|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bluebonnet-chrysler-dodge-ltd-401k-plan)

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