# Gustman Chevrolet Sales, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/gustman-chevrolet-sales-inc-390325130-778

> Gustman Chevrolet Sales, INC.'s Health & Welfare plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gustman Chevrolet Sales, INC.

- **Sponsor EIN:** 390325130

- **Sponsor Address:** 1450 DELANGLADE STREET, KAUKAUNA, WI, 541300800

- **Plan Type:** Health & Welfare

- **Plan Number:** 778

- **Total Participants:** 122

- **Total Assets:** $1.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|122|$1.3M|$1.1M|$482,674|

| 2023|117|$942,301|$1.2M|$458,409|

| 2022|123|$998,383|$1.2M|$547,343|

## 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|

| UMR, INC.|Other Service Provider|$51,241|—|$51,241|

| BAKER TILLY US, LLP|Other Service Provider|$25,235|—|$25,235|

| DELTA DENTAL OF WISCONSIN|Other Service Provider|$6,444|—|$6,444|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $82,920

- **Estimated Expense Ratio:** 6.422% 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|$87,180|—|$61,045|$25,235|—|

| 2023|$67,577|—|$48,652|$18,025|—|

| 2022|$77,717|—|$54,954|—|$17,300|

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