# Capitol Chevrolet & Cadillac, INC. 401(k) Plan
Source: https://planprovider.pro/companies/capitol-chevrolet-cadillac-inc-401k-plan

> Capitol Chevrolet & Cadillac, INC.'s 401(k) plan: 364 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [GEFFEN MESHER & COMPANY, P.C.](https://planprovider.pro/provider/geffen-mesher-and-company-pc) — 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|—|—|

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