# Liberty Chevrolet, INC. 401(k) Plan
Source: https://planprovider.pro/companies/liberty-chevrolet-inc-401k-plan-001-2440

> Liberty Chevrolet, INC.'s 401(k) plan: 870 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Liberty Chevrolet, INC.

- **Sponsor EIN:** 320082440

- **Sponsor Address:** 30400 LYON CENTER EAST, NEW HUDSON, MI, 48165

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

- **Total Participants:** 870

- **Total Assets:** $32.9M

## 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|870|$32.9M|$584,674|$5.2M|

| 2023|945|$26.6M|$613,968|$5.2M|

| 2022|922|$21.2M|$45,708|$763,592|

## 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|

| MILLIMAN, INC.|NONE|$80,121|—|$80,121|

| CAPTRUST INVESTMENT ADVISORS|INVESTMENT ADVISOR|$42,840|—|$42,840|

| CHARLES SCHWAB BANK TRUST|NONE|—|$10,173|$10,173|

| JANZ & KNIGHT PLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — NONE

- [CHARLES SCHWAB BANK TRUST](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $133,134

- **Estimated Expense Ratio:** 0.404% 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|

| 2024|$120,027|$42,840|$77,187|—|—|

| 2023|$111,914|$38,445|—|—|—|

| 2022|$14,341|—|$14,341|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/liberty-chevrolet-inc-401k-plan-001-2440)

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