# Mccluskey Chevrolet, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mccluskey-chevrolet-inc-401k-plan

> Mccluskey Chevrolet, INC.'s 401(k) plan: 329 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/pca-investment-advisory-services-inc) — 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|—|—|

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