Plan Snapshot
- Plan Sponsor: Cortese Chrysler Jeep Dodge, INC
- Sponsor EIN: 161081381
- Sponsor Address: 2400 W HENRIETTA ROAD, ROCHESTER, NY, 14623
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $13.3M
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 | 141 | $13.3M | $149,559 | $546,570 |
| 2023 | 139 | $12.6M | $329,370 | $477,636 |
| 2022 | 145 | $11.8M | $179,619 | $600,849 |
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 |
|---|---|---|---|---|
| THE BONADIO GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE BONADIO GROUP — 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 | $28,979 | $15,399 | $5,125 | — | — |
| 2023 | $55,370 | $6,476 | — | — | — |
| 2022 | $66,342 | — | $66,342 | — | — |