Plan Snapshot
- Plan Sponsor: Jerrys Chevrolet, INC.
- Sponsor EIN: 520685482
- Sponsor Address: 1940 E JOPPA ROAD, BALTIMORE, MD, 21234
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $7.1M
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 | 174 | $7.1M | $0 | $721,615 |
| 2023 | 169 | $5.7M | $0 | $732,587 |
| 2022 | 174 | $4.5M | $0 | $747,579 |
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. | RECORD KEEPER | $8,253 | — | $8,253 |
| BOYER&RITTER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,253
- Estimated Expense Ratio: 0.115% 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 | $8,253 | — | — | — | — |
| 2023 | $5,326 | — | — | — | — |
| 2022 | $5,360 | — | — | — | — |