Plan Snapshot
- Plan Sponsor: Day'S Chevrolet INC.
- Sponsor EIN: 580812718
- Sponsor Address: 3693 COBB PKWY NW, ACWORTH, GA, 301015740
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $9.0M
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 | 135 | $9.0M | $58,572 | $457,116 |
| 2023 | 131 | $8.3M | $60,076 | $443,306 |
| 2022 | 132 | $7.1M | $56,436 | $413,552 |
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 |
|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES, | INVESTMENT ADVISORY | — | $16,705 | $16,705 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $10,557 | — | $10,557 |
| WINDHAM BRANNON, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,262
- Estimated Expense Ratio: 0.302% 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 | $10,558 | — | $10,558 | — | — |
| 2023 | $10,747 | — | $10,747 | — | — |
| 2022 | $5,692 | — | $5,692 | — | — |