Plan Snapshot
- Plan Sponsor: Chuck Hutton Chevrolet Co.
- Sponsor EIN: 620907139
- Sponsor Address: 2471 MT MORIAH RD., MEMPHIS, TN, 38115
- Plan Type: 401(k)
- Total Participants: 81
- Total Assets: $1.6M
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 | 81 | $1.6M | $11,482 | $116,111 |
| 2023 | 105 | $2.0M | $25,079 | $261,766 |
| 2022 | 117 | $4.6M | $26,555 | $500,277 |
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 |
|---|---|---|---|---|
| HHM CERTIFIED PUBLIC ACCOUNTANTS | Auditor | — | — | $0 |
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 | $8,040 | $315 | — | — | — |
| 2023 | $16,530 | $7,955 | — | — | — |
| 2022 | $14,523 | — | $14,523 | — | — |