Plan Snapshot
- Plan Sponsor: Jeff Belzers Todd Chevrolet, INC.
- Sponsor EIN: 411385667
- Sponsor Address: 21111 CEDAR AVENUE, LAKEVILLE, MN, 55044
- Plan Type: 401(k)
- Total Participants: 222
- Total Assets: $12.6M
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 | 222 | $12.6M | $29,947 | $1.2M |
| 2023 | 230 | $11.0M | $26,203 | $1.3M |
| 2022 | 213 | $8.7M | $199,432 | $1.3M |
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 |
|---|---|---|---|---|
| MAHONEY | 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 | $75,720 | — | — | — | — |
| 2023 | $75,424 | $29,212 | $14,958 | $10,250 | — |
| 2022 | $69,923 | $25,291 | $14,456 | — | $9,400 |