# Everett Chevrolet, INC. 401(k) Plan
Source: https://planprovider.pro/companies/everett-chevrolet-inc-401k-plan

> Everett Chevrolet, INC.'s 401(k) plan: 205 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Everett Chevrolet, INC.

- **Sponsor EIN:** 560890670

- **Sponsor Address:** 161 HIGHWAY 70 SE, HICKORY, NC, 28602

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

- **Total Participants:** 205

- **Total Assets:** $5.3M

## 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|205|$5.3M|$81,247|$493,736|

| 2023|199|$4.4M|$70,044|$435,130|

| 2022|187|$3.4M|$71,477|$458,157|

## 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|

| GREGG & COMPANY, P.A.|Auditor|—|—|$0|

## 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|$6,221|$3,591|—|—|—|

| 2023|$6,058|$3,358|—|—|—|

| 2022|$6,992|$2,912|$4,080|—|—|

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