Plan Snapshot
- Plan Sponsor: My Chevrolet, INC.
- Sponsor EIN: 204184509
- Sponsor Address: 444-A AUTO CENTER CIRCLE, SALINAS, CA, 93907
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 155 | $9.7M | $0 | $533,091 |
| 2023 | 141 | $8.2M | $0 | $523,519 |
| 2022 | 131 | $6.9M | $0 | $542,926 |
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 & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROGERS, CLEM & 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 | $64,469 | $64,469 | — | — | — |
| 2023 | $34,724 | — | $34,724 | — | — |
| 2022 | $73,123 | — | $73,123 | — | — |