# Conicelli & Affiliated Dealerships 401(k) Plan
Source: https://planprovider.pro/companies/conicelli-affiliated-dealerships-401k-plan

> Conicelli & Affiliated Dealerships's 401(k) plan: 424 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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