Plan Snapshot
- Plan Sponsor: Lindsay Chevrolet, LLC
- Sponsor EIN: 541877908
- Sponsor Address: 1525 KENWOOD AVE., ALEXANDRIA, VA, 22302
- Plan Type: 401(k)
- Total Participants: 767
- Total Assets: $76.8M
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 | 767 | $76.8M | $1.4M | $4.9M |
| 2023 | 749 | $68.3M | $1.3M | $4.6M |
| 2022 | 714 | $57.1M | $1.2M | $4.0M |
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 |
|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | RECORDKEEPER | $75,369 | — | $75,369 |
| NORTHWESTERN MUTUAL WEALTH MGMT CO | INVESTMENT ADVISOR | $54,953 | — | $54,953 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $130,322
- Estimated Expense Ratio: 0.170% 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 | $130,322 | $54,953 | — | — | — |
| 2023 | $106,660 | $46,817 | — | — | — |
| 2022 | $108,397 | — | $108,397 | — | — |