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

> Cumming Chevrolet's 401(k) plan: 86 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cumming Chevrolet

- **Sponsor EIN:** 330032981

- **Sponsor Address:** 2301 NATIONAL CITY BLVD, NATIONAL CITY, CA, 919506507

- **Plan Type:** 401(k)

- **Total Participants:** 86

- **Total Assets:** $4.8M

## 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|86|$4.8M|$36,406|$364,048|

| 2023|84|$4.4M|$32,114|$321,316|

| 2022|83|$3.7M|$29,140|$311,391|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$36,111|—|$36,111|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$13,747|—|$13,747|

| HNK, CPAS, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $49,858

- **Estimated Expense Ratio:** 1.029% 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|$50,902|$14,791|—|—|—|

| 2023|$42,838|$11,948|—|—|—|

| 2022|$30,637|—|$30,637|—|—|

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