Plan Snapshot
- Plan Sponsor: Bob Johnson Chevrolet
- Sponsor EIN: 161170100
- Sponsor Address: 1271 RIDGE ROAD WEST, ROCHESTER, NY, 14615
- Plan Type: 401(k)
- Total Participants: 1,211
- Total Assets: $50.9M
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 | 1,211 | $50.9M | $143,655 | $5.8M |
| 2023 | 1,160 | $40.4M | $111,891 | $5.3M |
| 2022 | 962 | $34.7M | $470,103 | $4.7M |
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 |
|---|---|---|---|---|
| EFPR GROUP, CPAS, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EFPR GROUP, CPAS, 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 | $161,796 | — | $19,917 | — | — |
| 2023 | $122,215 | — | $36,744 | — | — |
| 2022 | $145,056 | $573 | $144,483 | — | — |