# Courtesy Chevrolet 401(k) Plan
Source: https://planprovider.pro/companies/courtesy-chevrolet-401k-plan

> Courtesy Chevrolet's 401(k) plan: 657 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/royal-bank-of-canada) — INVESTMENT ADVISOR

- [ROGERS, CLEM & COMPANY](https://planprovider.pro/provider/rogers-clem-and-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|—|—|

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