# Don Hewlett Chevrolet Buick, INC. 401(k) Plan
Source: https://planprovider.pro/companies/don-hewlett-chevrolet-buick-inc-401k-plan

> Don Hewlett Chevrolet Buick, INC.'s 401(k) plan: 296 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — 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|—|—|

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