Plan Snapshot
- Plan Sponsor: Bud Clary Chevrolet, INC.
- Sponsor EIN: 910699054
- Sponsor Address: P.O. BOX 127, LONGVIEW, WA, 98632
- Plan Type: 401(k)
- Total Participants: 586
- Total Assets: $16.0M
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 | 586 | $16.0M | $163,789 | $2.2M |
| 2023 | 386 | $13.6M | $122,475 | $1.7M |
| 2022 | 391 | $10.5M | $96,632 | $1.7M |
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 |
|---|---|---|---|---|
| HUNNEX AND SHOEMAKER INC | TPA | $37,205 | $7,411 | $44,616 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $41,868 | — | $41,868 |
| ANDERSON & ANDERSON ADVISORY LLC | NVESTMENT ADVISOR | $37,053 | — | $37,053 |
| GEFFEN MESHER | AUDITOR | $17,500 | — | $17,500 |
| NATIONAL AUTOMOBILE DEALERS ASSOC | OTHER | $5,666 | — | $5,666 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GEFFEN MESHER — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $146,703
- Estimated Expense Ratio: 0.917% 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 | $133,626 | $113,158 | $20,468 | — | — |
| 2023 | $99,034 | $89,487 | $9,547 | — | — |
| 2022 | $72,042 | $24,878 | $2,925 | — | — |