Plan Snapshot
- Plan Sponsor: Courtesy Chevrolet
- Sponsor EIN: 860123463
- Sponsor Address: 1233 E. CAMELBACK ROAD, PHOENIX, AZ, 85014
- Plan Type: 401(k)
- Total Participants: 657
- Total Assets: $19.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 657 | $19.7M | $461,773 | $3.1M |
| 2023 | 675 | $17.0M | $482,554 | $3.2M |
| 2022 | 668 | $12.6M | $554,120 | $2.9M |
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 |
|---|---|---|---|---|
| PINNACLE PLAN DESIGN, LLC | THIRD PARTY ADMINISTRATOR | $65,160 | — | $65,160 |
| RBC CAPITAL MARKETS CORP | INVESTMENT ADVISOR | $46,608 | — | $46,608 |
| ROGERS, CLEM & COMPANY | Auditor | $27,000 | — | $27,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC CAPITAL MARKETS CORP — INVESTMENT ADVISOR
- ROGERS, CLEM & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $138,768
- Estimated Expense Ratio: 0.706% 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 | $293,081 | $46,608 | $219,473 | $27,000 | — |
| 2023 | $146,141 | $37,515 | $18,399 | — | — |
| 2022 | $101,258 | $28,323 | $72,935 | — | — |