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

> Delaney Chevrolet, INC.'s 401(k) plan: 324 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Delaney Chevrolet, INC.

- **Sponsor EIN:** 251216891

- **Sponsor Address:** 626 WATER ST, INDIANA, PA, 157011811

- **Plan Type:** 401(k)

- **Total Participants:** 324

- **Total Assets:** $14.1M

## 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|324|$14.1M|$430,702|$1.2M|

| 2023|297|$13.2M|$372,270|$1.1M|

| 2022|198|$10.4M|$305,608|$926,247|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$45,451|—|$45,451|

| WELLS FARGO CLEARING SERVICES LLC|ADVISOR|$5,959|—|$5,959|

| PARTNERS|ADVISOR|$5,110|—|$5,110|

| SMITH LEWIS CHESS & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $56,520

- **Estimated Expense Ratio:** 0.402% 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|$58,336|$12,885|—|—|—|

| 2023|$53,533|$22,208|—|—|—|

| 2022|$56,051|$644|—|—|—|

## Similar Plans

- [Kennedy Automotive Group, INC.](https://planprovider.pro/companies/kennedy-automotive-group-inc-401k-plan) — 324 participants

- [Pwp Enterprises, INC.](https://planprovider.pro/companies/pwp-enterprises-inc-401k-plan) — 323 participants

- [C. Harper Chevrolet, INC.](https://planprovider.pro/companies/c-harper-chevrolet-inc-401k-plan) — 341 participants

- [John Stuckey Ford, INC.](https://planprovider.pro/companies/john-stuckey-ford-inc-401k-plan) — 343 participants

- [Bowser Automotive, INC.](https://planprovider.pro/companies/bowser-automotive-inc-401k-plan) — 357 participants

- [Preston Management, INC.](https://planprovider.pro/companies/preston-management-inc-401k-plan) — 370 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/delaney-chevrolet-inc-401k-plan)

© 2026 PlanProvider.Pro