Glenbrook Dodge, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Glenbrook Dodge, INC.
  • Sponsor EIN: 351446777
  • Sponsor Address: 100 W COLISEUM BLVD, FORT WAYNE, IN, 468051006
  • Plan Type: 401(k)
  • Total Participants: 330
  • Total Assets: $15.9M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024330$15.9M$238,033$1.1M
2023324$14.0M$280,357$1.2M
2022308$11.6M$286,264$1.2M

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
KATZ, SAPPER, & MILLER LLPAuditor$0

Verified Provider Profiles

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

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$55,653$50,653$5,000
2023$51,154$11,625
2022$40,046

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