Plan Snapshot
- Plan Sponsor: Capitol Chevrolet & Cadillac, INC.
- Sponsor EIN: 930442597
- Sponsor Address: 920 AUTO GROUP AVENUE NE, SALEM, OR, 97301
- Plan Type: 401(k)
- Total Participants: 364
- Total Assets: $19.3M
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 | 364 | $19.3M | $251,850 | $1.7M |
| 2023 | 345 | $16.9M | $214,790 | $1.6M |
| 2022 | 313 | $13.6M | $409,199 | $1.5M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE CO | RECORDKEEPER | $8,344 | — | $8,344 |
| GEFFEN MESHER & COMPANY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE CO — RECORDKEEPER
- GEFFEN MESHER & COMPANY, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,344
- Estimated Expense Ratio: 0.043% 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 | $114,574 | $3,575 | $100,587 | — | — |
| 2023 | $93,620 | $2,254 | $86,521 | — | — |
| 2022 | $89,214 | — | $86,514 | — | — |