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

> My Chevrolet, INC.'s 401(k) plan: 155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| UBS FINANCIAL|INVESTMENT ADVISOR|$21,337|—|$21,337|

| JOHN HANCOCK LIFE INSURANCE COMPANY|RECORDKEEPER|$11,095|—|$11,095|

| NEXUS ADMINISTRATORS,INC.|TPA|$5,318|—|$5,318|

| ROGERS, CLEM & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISOR

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [ROGERS, CLEM & COMPANY](https://planprovider.pro/provider/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:** $37,750

- **Estimated Expense Ratio:** 0.389% 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|$64,469|$64,469|—|—|—|

| 2023|$34,724|—|$34,724|—|—|

| 2022|$73,123|—|$73,123|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/my-chevrolet-inc-401k-plan)

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