# Charlie'S Toledo, INC. 401(k) Plan
Source: https://planprovider.pro/companies/charlie-s-toledo-inc-401k-plan

> Charlie'S Toledo, INC.'s 401(k) plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Charlie'S Toledo, INC.

- **Sponsor EIN:** 341208271

- **Sponsor Address:** 725 ILLINOIS AVENUE, MAUMEE, OH, 43537

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

- **Total Participants:** 122

- **Total Assets:** $8.0M

## 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|122|$8.0M|$135,312|$426,984|

| 2023|127|$8.1M|$140,139|$469,418|

| 2022|131|$7.8M|$195,390|$610,662|

## 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|

| GBQ PARTNERS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GBQ PARTNERS, LLC](https://planprovider.pro/provider/gbq-partners-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$10,575|$4,670|—|—|—|

| 2023|$11,427|$5,864|—|—|—|

| 2022|$11,893|$7,098|$4,795|—|—|

## Similar Plans

- [Bob Boyd Auto Family](https://planprovider.pro/companies/bob-boyd-auto-family-401k-plan) — 121 participants

- [Lindsay Automotive Dba Lindsay Honda](https://planprovider.pro/companies/lindsay-automotive-dba-lindsay-honda-401k-plan) — 124 participants

- [Cronin Auto, INC.](https://planprovider.pro/companies/cronin-auto-inc-401k-plan) — 117 participants

- [Sunnyside Automotive, INC.](https://planprovider.pro/companies/sunnyside-automotive-inc-401k-plan) — 127 participants

- [Dave White Chevrolet, INC.](https://planprovider.pro/companies/dave-white-chevrolet-inc-401k-plan) — 115 participants

- [Bay Emm Vay Store, INC. Dba The Bmw Store](https://planprovider.pro/companies/bay-emm-vay-store-inc-dba-the-bmw-store-401k-plan) — 103 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/charlie-s-toledo-inc-401k-plan)

© 2026 PlanProvider.Pro