Plan Snapshot
- Plan Sponsor: D'Arcy Buick Gmc INC
- Sponsor EIN: 363781265
- Sponsor Address: 2000 ESSINGTON ROAD, JOLIET, IL, 604351769
- Plan Type: 401(k)
- Total Participants: 253
- Total Assets: $9.7M
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 | 253 | $9.7M | $488,689 | $781,517 |
| 2023 | 211 | $8.1M | $426,138 | $719,888 |
| 2022 | 179 | $6.1M | $420,676 | $724,167 |
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 |
|---|---|---|---|---|
| WERMER, ROGERS, DORAN, & RUZON LLC | Auditor | — | — | $0 |
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 | $53,213 | $21,750 | $30,887 | — | — |
| 2023 | $39,227 | $16,700 | $22,527 | — | — |
| 2022 | $35,416 | — | $32,914 | — | — |