Plan Snapshot
- Plan Sponsor: Galeana Chrysler Jeep, INC.
- Sponsor EIN: 592087222
- Sponsor Address: 14375 S. TAMIAMI TR., FT MYERS, FL, 33912
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $10.0M
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 | 152 | $10.0M | $154,268 | $555,706 |
| 2022 | 155 | $6.3M | $213,270 | $627,846 |
| 2021 | 139 | $6.7M | $0 | $0 |
| 2020 | 131 | $5.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| APRIO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO, LLP — Auditor
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 | $2,025 | $796 | $1,229 | — | — |
| 2022 | $3,339 | $515 | $2,824 | — | — |
| 2021 | $2,912 | $498 | $2,414 | — | — |
| 2020 | $1,668 | $388 | $1,280 | — | — |