# Burt Watson Chevrolet INC 401(k) Plan
Source: https://planprovider.pro/companies/burt-watson-chevrolet-inc-401k-plan

> Burt Watson Chevrolet INC's 401(k) plan: 108 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Burt Watson Chevrolet INC

- **Sponsor EIN:** 381880002

- **Sponsor Address:** 7468 MIDLAND ROAD PO BOX 250, FREELAND, MI, 48623

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

- **Total Participants:** 108

- **Total Assets:** $6.5M

## 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|108|$6.5M|$152,708|$508,659|

| 2023|110|$5.7M|$164,907|$544,118|

| 2022|122|$4.1M|$151,592|$535,282|

## 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|

| CHURCHILL PARTNERSHIP|ADVISOR|$24,205|—|$24,205|

| PAYCHEX, INC.|RECORDKEEPER|$7,477|—|$7,477|

| WEINLANDER FITZHUGH|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [WEINLANDER FITZHUGH](https://planprovider.pro/provider/weinlander-fitzhugh) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,682

- **Estimated Expense Ratio:** 0.485% 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|$39,156|$24,205|$9,302|—|—|

| 2023|$33,566|$19,090|$11,291|—|—|

| 2022|$25,014|$16,175|$8,839|—|—|

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