# Jim Brown Chevrolet INC., Dba Classic Chevrolet 401(k) Plan
Source: https://planprovider.pro/companies/jim-brown-chevrolet-inc-401k-plan

> Jim Brown Chevrolet INC., Dba Classic Chevrolet's 401(k) plan: 954 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/pw-partners-llc) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jim-brown-chevrolet-inc-401k-plan)

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