Plan Snapshot
- Plan Sponsor: Dick Devoe Buick-Cadillac, INC.
- Sponsor EIN: 351051129
- Sponsor Address: 4100 N. TAMIAMI TRAIL, NAPLES, FL, 34103
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $11.3M
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 | 163 | $11.3M | $134,007 | $718,805 |
| 2023 | 162 | $10.3M | $133,031 | $722,188 |
| 2022 | 149 | $9.6M | $152,722 | $822,466 |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN — Auditor
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 | $34,777 | $34,777 | — | — | — |
| 2023 | $29,136 | $29,136 | — | — | — |
| 2022 | $18,973 | — | $18,973 | — | — |