# Joe Basil Chevrolet 401(k) Plan
Source: https://planprovider.pro/companies/joe-basil-chevrolet-401k-plan

> Joe Basil Chevrolet's 401(k) plan: 143 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Joe Basil Chevrolet

- **Sponsor EIN:** 161068991

- **Sponsor Address:** 5111 TRANSIT ROAD, DEPEW, NY, 14043

- **Plan Type:** 401(k)

- **Total Participants:** 143

- **Total Assets:** $16.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|143|$16.9M|$237,816|$837,237|

| 2022|137|$14.5M|$231,335|$835,763|

## 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|

| EMPOWER LIFE AND ANNUITY INS. CO|RECORDKEEPER|$127,562|—|$127,562|

| LAWLEY RETIREMENT ADVISORS LLC|INVETMENT ADVISOR|$39,504|—|$39,504|

| PPS PENSION & FINANCIAL SERVICES|TPA|$6,654|$23,720|$30,374|

| LASALLE ST SECURITIES LLC|SHAREHOLDER SRV PROVIDER|—|$6,198|$6,198|

| GLOBAL RETIREMENT PARTNERS|INVESTMENT ADVISOR|$6,184|—|$6,184|

| TRONCONI SEGARRA & ASSOCIATES LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GLOBAL RETIREMENT PARTNERS](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISOR

- [TRONCONI SEGARRA & ASSOCIATES LLP](https://planprovider.pro/provider/tronconi-segarra-and-associates-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $209,822

- **Estimated Expense Ratio:** 1.240% 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|

| 2023|$64,268|—|$64,268|—|—|

| 2022|$69,781|—|—|—|$69,781|

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