Plan Snapshot
- Plan Sponsor: Kissimmee Chevrolet, LLC Dba Starling Chevrolet
- Sponsor EIN: 264520052
- Sponsor Address: 13155 S ORANGE BLOSSOM TRAIL, ORLANDO, FL, 32837
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $8.4M
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 | 142 | $8.4M | $219,603 | $783,336 |
| 2023 | 125 | $6.9M | $226,389 | $764,077 |
| 2022 | 134 | $5.2M | $213,420 | $689,671 |
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 |
|---|---|---|---|---|
| CROWE LLP | 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 | $43,693 | $43,693 | — | — | — |
| 2023 | $33,877 | $33,877 | — | — | — |
| 2022 | $24,092 | $24,092 | — | — | — |