Plan Snapshot
- Plan Sponsor: Goodwin'S Chevrolet Company
- Sponsor EIN: 010270455
- Sponsor Address: 195 PLEASANT STREET, BRUNSWICK, ME, 04011
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $13.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 168 | $13.1M | $506,369 | $927,467 |
| 2023 | 177 | $13.0M | $473,618 | $916,222 |
| 2022 | 162 | $10.9M | $409,437 | $809,893 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | Recordkeeper | $31,588 | — | $31,588 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,588
- Estimated Expense Ratio: 0.241% 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 | $82,757 | $31,588 | $51,169 | — | — |
| 2023 | $75,219 | — | $75,219 | — | — |
| 2022 | $71,304 | $27,155 | $36,205 | — | $7,944 |