# Castle Chevrolet, INC. 401(k) Plan
Source: https://planprovider.pro/companies/castle-chevrolet-inc-401k-plan

> Castle Chevrolet, INC.'s 401(k) plan: 367 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Castle Chevrolet, INC.

- **Sponsor EIN:** 364392164

- **Sponsor Address:** 400 ROOSEVEL ROAD, VILLA PARK, IL, 60181

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

- **Total Participants:** 367

- **Total Assets:** $7.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|367|$7.4M|$448,858|$1.1M|

| 2023|406|$5.3M|$414,434|$976,869|

| 2022|252|$3.7M|$309,122|$628,927|

## 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|

| CBIZ CPAS, P.C.|Auditor|$994|—|$994|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $994

- **Estimated Expense Ratio:** 0.013% 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|$9,744|—|—|$994|—|

| 2023|$2,810|—|—|—|—|

| 2022|$1,340|—|$1,340|—|—|

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