# Dutchess Cars LLC 401(k) Plan
Source: https://planprovider.pro/companies/dutchess-cars-llc-401k-plan

> Dutchess Cars LLC's 401(k) plan: 185 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dutchess Cars LLC

- **Sponsor EIN:** 260591779

- **Sponsor Address:** 1143 DUTCHESS TPKE, POUGHKEEPSIE, NY, 126031182

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

- **Total Participants:** 185

- **Total Assets:** $8.6M

## 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|185|$8.6M|$97,204|$902,844|

| 2023|177|$7.0M|$121,585|$924,050|

| 2022|223|$5.7M|$119,246|$958,230|

## 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|

| PAYCHEX, INC.|RECORDKEEPER|$22,741|—|$22,741|

| LEVELIZED COMPENSATION ADVISOR|INVESTMENT ADVISORY|$15,969|—|$15,969|

| STRATEGIC FINANCIAL SERVICES|ADVISOR|$8,339|—|$8,339|

| ERISA FIDUCIARY SERVICES, INC.|CONTRACT ADMINISTRATOR|$5,800|—|$5,800|

| SATTY LEVINE & CIACCO CPAS PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $52,849

- **Estimated Expense Ratio:** 0.613% 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|$54,110|$24,308|$28,942|—|—|

| 2023|$38,748|$19,781|$18,107|—|—|

| 2022|$44,393|$18,294|$26,099|—|—|

## Similar Plans

- [Middletown Nissan INC](https://planprovider.pro/companies/middletown-nissan-inc-401k-plan) — 181 participants

- [Board Of Trustees Of Local 868 Ibt Pension Fund](https://planprovider.pro/companies/board-of-trustees-of-local-868-ibt-pension-fund-plan) — 176 participants

- [Habberstad Motorsport, INC.](https://planprovider.pro/companies/habberstad-motorsport-inc-401k-plan) — 195 participants

- [East Hills Chrysler Jeep](https://planprovider.pro/companies/east-hills-chrysler-jeep-plan) — 196 participants

- [Saratoga Motors INC](https://planprovider.pro/companies/saratoga-motors-inc-401k-plan) — 168 participants

- [Depaula Chevrolet, INC.](https://planprovider.pro/companies/depaula-chevrolet-inc-401k-plan) — 203 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/dutchess-cars-llc-401k-plan)

© 2026 PlanProvider.Pro