Plan Snapshot
- Plan Sponsor: Dave Hallman Chevrolet, INC.
- Sponsor EIN: 251258881
- Sponsor Address: 1925 STATE STREET, ERIE, PA, 16501
- Plan Type: 401(k)
- Total Participants: 259
- Total Assets: $10.0M
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 | 259 | $10.0M | $0 | $466,665 |
| 2023 | 258 | $8.9M | $0 | $450,445 |
| 2022 | 246 | $8.6M | $0 | $297,924 |
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 |
|---|---|---|---|---|
| SCHAFFNER, KNIGHT, MINNAUGH & CO | 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 | $26,120 | $23,365 | $2,755 | — | — |
| 2023 | $25,044 | $3,619 | $21,425 | — | — |
| 2022 | $17,172 | $5,410 | $1,542 | — | — |