Plan Snapshot
- Plan Sponsor: Mccluskey Chevrolet, INC.
- Sponsor EIN: 310340690
- Sponsor Address: 179 COMMERCE DR., LOVELAND, OH, 45140
- Plan Type: 401(k)
- Total Participants: 329
- Total Assets: $16.2M
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 | 329 | $16.2M | $125,155 | $1.3M |
| 2023 | 377 | $13.2M | $105,508 | $1.2M |
| 2022 | 332 | $10.3M | $116,918 | $1.2M |
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 |
|---|---|---|---|---|
| PENSION CORPORATION OF AMERICA | NONE | $36,082 | — | $36,082 |
| MARK J. SCHMERGE, CHFC | NONE | $11,265 | — | $11,265 |
| ALTA TRUST COMPANY | NONE | $5,000 | — | $5,000 |
| CLARK, SCHAEFER, HACKETT & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MARK J. SCHMERGE, CHFC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,347
- Estimated Expense Ratio: 0.322% 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 | $56,185 | $16,265 | — | — | — |
| 2023 | $48,982 | $13,377 | — | — | — |
| 2022 | $47,696 | $8,096 | $39,600 | — | — |