Plan Snapshot
- Plan Sponsor: Harold Gwatney Chevrolet Company
- Sponsor EIN: 710301575
- Sponsor Address: 1301 T. P. WHITE DRIVE, JACKSONVILLE, AR, 72076
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 240
- Total Assets: $7.8M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 240 | $7.8M | $107,057 | $602,630 |
| 2022 | 215 | $6.4M | $97,418 | $572,116 |
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 |
|---|---|---|---|---|
| BALLEW ADVISORS | Investment Advisor | $31,276 | — | $31,276 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,276
- Estimated Expense Ratio: 0.402% 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 |
|---|---|---|---|---|---|
| 2023 | $32,646 | $31,276 | — | — | — |
| 2022 | $33,805 | $30,785 | $3,020 | — | — |