Plan Snapshot
- Plan Sponsor: Conicelli & Affiliated Dealerships
- Sponsor EIN: 232731655
- Sponsor Address: 1200 RIDGE PIKE, CONSHOHOCKEN, PA, 19428
- Plan Type: 401(k)
- Total Participants: 424
- Total Assets: $37.1M
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 | 424 | $37.1M | $216,655 | $1.8M |
| 2023 | 411 | $34.9M | $219,098 | $1.8M |
| 2022 | 377 | $31.3M | $215,458 | $1.8M |
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 |
|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH, INC. | NONE | $70,995 | — | $70,995 |
| EMPOWER ANNUITY INSURANCE COMPANY | NONE | $61,700 | — | $61,700 |
| DUNCAN ACCOUNTING & TAX SERVICES | NONE | $31,160 | — | $31,160 |
| BOYER & RITTER LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $163,855
- Estimated Expense Ratio: 0.442% 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 | $161,109 | — | — | — | — |
| 2023 | $140,946 | — | — | — | — |
| 2022 | $135,517 | — | $130,267 | — | — |