Plan Snapshot
- Plan Sponsor: Henna Chevrolet, LP
- Sponsor EIN: 741551725
- Sponsor Address: 8805 NORTH IH-35, AUSTIN, TX, 78753
- Plan Type: 401(k)
- Total Participants: 193
- Total Assets: $12.3M
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. |
|---|---|---|---|---|
| 2024 | 193 | $12.3M | $105,312 | $700,833 |
| 2023 | 203 | $11.1M | $62,986 | $633,310 |
| 2022 | 199 | $9.6M | $0 | $468,571 |
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 |
|---|---|---|---|---|
| HENDERSON HUTCHERSON & MCCULLOUGH | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $6,136 | $4,309 | $1,827 | — | — |
| 2023 | $461,125 | — | $5,329 | — | — |
| 2022 | $4,337 | $3,162 | $1,175 | — | — |