Plan Snapshot
- Plan Sponsor: John Jones Chevrolet Buick Cadillac Of Salem, In
- Sponsor EIN: 351517601
- Sponsor Address: P.O. BOX 241, SALEM, IN, 47167
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $9.5M
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 | 179 | $9.5M | $30,140 | $650,596 |
| 2023 | 167 | $8.3M | $61,228 | $636,590 |
| 2022 | 128 | $6.7M | $66,699 | $662,804 |
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 |
|---|---|---|---|---|
| MONROE SHINE & CO., INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MONROE SHINE & CO., INC. — 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 | $49,039 | — | $49,039 | — | — |
| 2023 | $39,981 | — | $39,981 | — | — |
| 2022 | $37,389 | — | $37,389 | — | — |