# Chapman Automotive Group, L.L.C. 401(k) Plan
Source: https://planprovider.pro/companies/chapman-automotive-group-l-l-c-401k-plan

> Chapman Automotive Group, L.L.C.'s 401(k) plan: 1,863 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/chapman-automotive-group-l-l-c-401k-plan)

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