Plan Snapshot
- Plan Sponsor: Hoselton Chevrolet, INC.
- Sponsor EIN: 160731157
- Sponsor Address: 909 FAIRPORT ROAD, EAST ROCHESTER, NY, 144451911
- Plan Type: 401(k)
- Total Participants: 328
- Total Assets: $35.3M
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 | 328 | $35.3M | $799,846 | $1.9M |
| 2023 | 342 | $29.7M | $850,000 | $1.8M |
| 2022 | 342 | $26.0M | $800,000 | $1.7M |
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 |
|---|---|---|---|---|
| ADP INC | RECORDKEEPER | $38,169 | — | $38,169 |
| MENGEL METZGER BARR & CO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP INC — RECORDKEEPER
- MENGEL METZGER BARR & CO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,169
- Estimated Expense Ratio: 0.108% 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 | $38,169 | — | $38,169 | — | — |
| 2023 | $35,617 | — | $35,617 | — | — |
| 2022 | $39,589 | — | $39,589 | — | — |