Plan Snapshot
- Plan Sponsor: Gregg Young Chevrolet, INC.
- Sponsor EIN: 470528470
- Sponsor Address: 17750 BURT STREET, OMAHA, NE, 68118
- Plan Type: 401(k)
- Total Participants: 447
- Total Assets: $15.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 447 | $15.9M | $315,893 | $1.9M |
| 2023 | 391 | $12.1M | $258,993 | $1.6M |
| 2022 | 259 | $7.5M | $200,380 | $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 |
|---|---|---|---|---|
| WEALTHPLAN PARTNERS, INC. | Investment Advisor | $49,227 | — | $49,227 |
| JOHN HANCOCK LIFE INSURANCE COMPANY | Recordkeeper | $7,286 | — | $7,286 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,513
- Estimated Expense Ratio: 0.355% 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 | $148,644 | — | $148,644 | — | — |
| 2023 | $101,298 | — | $101,298 | — | — |
| 2022 | $54,096 | — | $52,822 | — | $1,274 |