Plan Snapshot
- Plan Sponsor: Chapman Automotive Group, L.L.C.
- Sponsor EIN: 860842909
- Sponsor Address: 300 N. MCKEMY AVENUE, CHANDLER, AZ, 85226
- Plan Type: 401(k)
- Total Participants: 1,863
- Total Assets: $94.3M
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 | 1,863 | $94.3M | $2.4M | $6.9M |
| 2023 | 1,804 | $82.6M | $2.2M | $6.8M |
| 2022 | 1,746 | $68.2M | $2.2M | $6.6M |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | RIA | $93,856 | — | $93,856 |
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORDKEEPER | $25,290 | — | $25,290 |
| WILSHIRE ASSOCIATES INC (USA) | RIA | $17,132 | — | $17,132 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORDKEEPER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $136,278
- Estimated Expense Ratio: 0.144% 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 | $343,447 | $110,987 | $181,490 | — | — |
| 2023 | $286,947 | $58,547 | $24,552 | — | — |
| 2022 | $328,050 | $12,921 | $243,293 | — | $71,836 |