# Bob Johnson Chevrolet 401(k) Plan
Source: https://planprovider.pro/companies/bob-johnson-chevrolet-401k-plan

> Bob Johnson Chevrolet's 401(k) plan: 1,211 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER LIFE & ANNUITY INSURANCE|RECORDKEEPER|$74,535|—|$74,535|

| MODERN WEALTH HOLDINGS LLC|CONTRACT ADMIN|$62,315|—|$62,315|

| LPL FINANCIAL|INVESTMENT ADVISORY|$24,468|—|$24,468|

| BIA CONSULTING, LLC|CONTRACT ADMIN|$8,702|—|$8,702|

| EFPR GROUP LLP|AUDITOR|$7,900|—|$7,900|

| 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](https://planprovider.pro/provider/efpr-group-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $177,920

- **Estimated Expense Ratio:** 0.349% 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|$161,796|—|$19,917|—|—|

| 2023|$122,215|—|$36,744|—|—|

| 2022|$145,056|$573|$144,483|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bob-johnson-chevrolet-401k-plan)

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