Plan Snapshot
- Plan Sponsor: Hardy Chevrolet Buick Gmc, INC.
- Sponsor EIN: 581307787
- Sponsor Address: 1249 CHARLES HARDY PARKWAY, DALLAS, GA, 30157
- Plan Type: DC
- Total Participants: 238
- Total Assets: $6.6M
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 | 238 | $6.6M | $2,044 | $688,855 |
| 2023 | 225 | $5.2M | $668 | $678,895 |
| 2022 | 222 | $4.2M | $8,720 | $607,666 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $13,632 | $638 | $14,270 |
| DAVIS PECHTER & ASSOCIATES PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,270
- Estimated Expense Ratio: 0.216% 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 | $16,804 | $13,632 | — | — | — |
| 2023 | $14,064 | $10,675 | — | — | — |
| 2022 | $12,843 | — | — | — | — |