Plan Snapshot
- Plan Sponsor: Jim Brown Chevrolet INC., Dba Classic Chevrolet
- Sponsor EIN: 341274105
- Sponsor Address: 8470 TYLER BOULEVARD, MENTOR, OH, 44060
- Plan Type: 401(k)
- Total Participants: 954
- Total Assets: $69.3M
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 | 954 | $69.3M | $291,306 | $4.8M |
| 2023 | 901 | $61.1M | $287,797 | $4.6M |
| 2022 | 874 | $53.6M | $256,745 | $4.5M |
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 |
|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | RECORDKEEPER | $56,290 | — | $56,290 |
| OSAIC FA INC | INVESTMENT ADVISOR | $53,993 | — | $53,993 |
| PW PARTNERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PW PARTNERS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $110,283
- Estimated Expense Ratio: 0.159% 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 | $110,283 | $53,993 | — | — | — |
| 2023 | $103,763 | $54,000 | — | — | — |
| 2022 | $103,604 | — | $103,604 | — | — |