Plan Snapshot
- Plan Sponsor: Classic Chevrolet Buick Gmc, INC.
- Sponsor EIN: 751159462
- Sponsor Address: 1101 W HIGHWAY 114, GRAPEVINE, TX, 76051
- Plan Type: 401(k)
- Total Participants: 2,441
- Total Assets: $72.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 2,441 | $72.0M | $2.2M | $8.2M |
| 2023 | 2,443 | $62.5M | $2.2M | $7.6M |
| 2022 | 2,370 | $53.2M | $2.1M | $7.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $129,517 | — | $129,517 |
| MILBERN RAY AND COMPANY | ACCOUNTANT/AUDITOR | $84,195 | — | $84,195 |
| LEVEL FOUR ADVISORY SERVICES LLC | ADVISOR | $51,384 | — | $51,384 |
| WIMMER CON | INVESTMENT ADVISOR | $31,709 | — | $31,709 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $18,174 | — | $18,174 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $314,979
- Estimated Expense Ratio: 0.438% 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 | $314,979 | $101,267 | $300 | $84,195 | — |
| 2023 | $328,683 | $24,249 | — | $78,035 | — |
| 2022 | $327,793 | $24,390 | — | — | — |