Plan Snapshot
- Plan Sponsor: Davidson Chevrolet, INC.
- Sponsor EIN: 161230125
- Sponsor Address: 5871 ROME TABERG RD., ROME, NY, 13440
- Plan Type: 401(k)
- Total Participants: 321
- Total Assets: $17.0M
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 | 321 | $17.0M | $223,716 | $824,528 |
| 2023 | 288 | $14.5M | $230,456 | $753,475 |
| 2022 | 270 | $12.2M | $217,404 | $759,679 |
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 |
|---|---|---|---|---|
| D'ARCANGELO & COMPANY | 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 | $52,916 | — | — | — | — |
| 2023 | $45,828 | — | — | — | — |
| 2022 | $56,651 | — | — | — | $8,950 |