Plan Snapshot
- Plan Sponsor: John Hiester Chevrolet, LLC
- Sponsor EIN: 202004578
- Sponsor Address: 3100 NORTH MAIN STREET, FUQUAY-VARINA, NC, 27526
- Plan Type: 401(k)
- Total Participants: 251
- Total Assets: $6.8M
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 | 251 | $6.8M | $135,537 | $923,898 |
| 2023 | 225 | $5.7M | $210,327 | $862,585 |
| 2022 | 245 | $4.3M | $198,464 | $813,036 |
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 |
|---|---|---|---|---|
| KIMBERLIN COMPANY PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY PLLC — Auditor
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 | $37,274 | — | — | — | — |
| 2023 | $51,842 | $175 | $42,517 | $9,150 | — |
| 2022 | $39,846 | $105 | $30,741 | — | $9,000 |