Plan Snapshot
- Plan Sponsor: Pat Obrien, Jr. Chevrolet, INC.
- Sponsor EIN: 202394972
- Sponsor Address: 2810 BISHOP ROAD, WILLOUGHBY HILLS, OH, 440922604
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 0 | $0 | $0 | $0 |
| 2023 | 0 | $338 | $0 | $56 |
| 2022 | 0 | $6.1M | $11,473 | $136,268 |
| 2020 | 68 | $7.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | Other Service Provider | — | $23,366 | $23,366 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,366
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 | — | — | — | — | — |
| 2023 | $54,433 | — | $54,433 | — | — |
| 2022 | $4,390 | — | $4,390 | — | — |
| 2020 | $31,786 | — | $31,786 | — | — |