Plan Snapshot
- Plan Sponsor: Don Hewlett Chevrolet Buick, INC.
- Sponsor EIN: 741603623
- Sponsor Address: P.O. BOX 799, GEORGETOWN, TX, 78626
- Plan Type: 401(k)
- Total Participants: 296
- Total Assets: $16.4M
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 | 296 | $16.4M | $732,256 | $1.6M |
| 2023 | 268 | $15.2M | $725,132 | $1.5M |
| 2022 | 265 | $11.4M | $681,723 | $1.5M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEEPER | $45,737 | — | $45,737 |
| WELLS FARGO CLEARING SERVICES | INVESTMENT ADVISORY-PLAN | $37,031 | — | $37,031 |
| ADMIN. GROUP, LLC DBA TAG RESOURCES | RECORD KEEPER | $34,491 | — | $34,491 |
| COULTER & JUSTUS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,259
- Estimated Expense Ratio: 0.715% 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 | $113,367 | $37,031 | — | — | — |
| 2023 | $104,966 | $29,939 | — | — | — |
| 2022 | $82,874 | $26,609 | $56,265 | — | — |