Plan Snapshot
- Plan Sponsor: Jack Giambalvo Motor Co INC
- Sponsor EIN: 232207372
- Sponsor Address: 1390 EDEN RD, YORK, PA, 174021938
- Plan Type: 401(k)
- Total Participants: 219
- Total Assets: $15.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 219 | $15.9M | $278,638 | $902,874 |
| 2023 | 200 | $14.0M | $273,099 | $874,843 |
| 2022 | 205 | $12.6M | $289,365 | $977,480 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | Recordkeeper | $34,645 | — | $34,645 |
| RBC CAPITAL MARKETS | Investment Advisor | $15,794 | — | $15,794 |
| LPL FINANCIAL | Investment Advisor | $11,728 | — | $11,728 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,167
- Estimated Expense Ratio: 0.391% 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 | $68,323 | $30,098 | $37,365 | — | — |
| 2023 | $63,459 | $28,698 | $33,901 | — | — |
| 2022 | $55,953 | $27,797 | $27,209 | — | $947 |