# Ed Shults Chevrolet, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ed-shults-chevrolet-inc-401k-plan

> Ed Shults Chevrolet, INC.'s 401(k) plan: 163 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ed Shults Chevrolet, INC.

- **Sponsor EIN:** 161169076

- **Sponsor Address:** 300 FLUVANNA AVENUE, JAMESTOWN, NY, 14701

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

- **Total Participants:** 163

- **Total Assets:** $6.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|163|$6.4M|$79,161|$497,042|

| 2023|169|$5.3M|$84,159|$484,407|

| 2022|181|$4.3M|$89,851|$474,009|

## 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|

| LINCOLN INVESTMENT PLANNING|BROKER|—|$41,763|$41,763|

| NATIONWIDE|CONTRACT ADMINISTRATOR|$22,028|—|$22,028|

| THE PENSION SERVICE, INC.|RECORDKEEPER|$5,145|$11,497|$16,642|

| BUFFAMANTE WHIPPLE BUTTAFARO P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — CONTRACT ADMINISTRATOR

- [BUFFAMANTE WHIPPLE BUTTAFARO P.C.](https://planprovider.pro/provider/buffamante-whipple-buttafaro-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $80,433

- **Estimated Expense Ratio:** 1.266% 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|$4,747|—|—|—|—|

| 2023|$4,804|$69|—|—|—|

| 2022|$2,387|$62|—|—|—|

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