Plan Snapshot
- Plan Sponsor: Jim Riehl'S Friendly Chrysler Jeep, INC.
- Sponsor EIN: 382767413
- Sponsor Address: 32899 VAN DYKE AVE, WARREN, MI, 480938139
- Plan Type: 401(k)
- Total Participants: 268
- Total Assets: $15.8M
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 | 268 | $15.8M | $253,039 | $877,539 |
| 2023 | 266 | $14.6M | $268,929 | $945,315 |
| 2022 | 263 | $13.6M | $289,873 | $1.0M |
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 |
|---|---|---|---|---|
| REHMAN ROBSON | 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 | $14,182 | $12,970 | — | — | — |
| 2023 | $10,488 | $9,626 | — | — | — |
| 2022 | $9,853 | — | $9,853 | — | — |