Plan Snapshot
- Plan Sponsor: Parkway Chevrolet, INC.
- Sponsor EIN: 742053733
- Sponsor Address: 25500 STATE HIGHWAY 249, TOMBALL, TX, 77375
- Plan Type: 401(k)
- Total Participants: 250
- Total Assets: $6.2M
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 | 250 | $6.2M | $250,557 | $1.2M |
| 2023 | 247 | $4.5M | $103 | $1.1M |
| 2022 | 214 | $3.0M | $100,000 | $1.0M |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | NONE | $57,527 | — | $57,527 |
| LANE GORMAN TRUBITT, LLC | NONE | $27,233 | — | $27,233 |
| ONE DIGITAL INVESTMENT ADVISORS | NONE | $5,360 | — | $5,360 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LANE GORMAN TRUBITT, LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,120
- Estimated Expense Ratio: 1.459% 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 | $92,085 | — | $83,071 | — | — |
| 2023 | $55,077 | — | $50,747 | — | — |
| 2022 | $33,582 | $3,085 | $30,497 | — | — |