# Cortese Chrysler Jeep Dodge, INC 401(k) Plan
Source: https://planprovider.pro/companies/cortese-chrysler-jeep-dodge-inc-401k-plan

> Cortese Chrysler Jeep Dodge, INC's 401(k) plan: 141 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bonadio-and-co-llp) — 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|—|—|

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