# Davidson Chevrolet, INC. 401(k) Plan
Source: https://planprovider.pro/companies/davidson-chevrolet-inc-401k-plan

> Davidson Chevrolet, INC.'s 401(k) plan: 321 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| NBT BANCORP NA|TRUSTEE|$52,916|—|$52,916|

| CHARLES SCHWAB TRUST BANK|NONE|—|$6,564|$6,564|

| D'ARCANGELO & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NBT BANCORP NA](https://planprovider.pro/provider/epic-retirement-plan-services) — TRUSTEE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $59,480

- **Estimated Expense Ratio:** 0.350% 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|$52,916|—|—|—|—|

| 2023|$45,828|—|—|—|—|

| 2022|$56,651|—|—|—|$8,950|

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