Plan Snapshot
- Plan Sponsor: Mark Christopher Chevrolet INC
- Sponsor EIN: 952546495
- Sponsor Address: 2131 E CONVENTION CENTER WAY, ONTARIO, CA, 917644452
- Plan Type: 401(k)
- Total Participants: 234
- Total Assets: $11.6M
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 | 234 | $11.6M | $0 | $610,694 |
| 2023 | 224 | $12.1M | $0 | $617,342 |
| 2022 | 306 | $11.4M | $0 | $791,850 |
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 |
|---|---|---|---|---|
| ROGERS CLEM AND COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROGERS CLEM AND COMPANY — 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 | $70,005 | $34,239 | $34,906 | — | — |
| 2023 | $12,672 | $562 | $11,895 | — | — |
| 2022 | $4,151 | — | — | — | $4,151 |