Plan Snapshot
- Plan Sponsor: Poynter Chevrolet Buick, Cadillac Gmc Trucks, INC.
- Sponsor EIN: 351464161
- Sponsor Address: 1209 E TIPTON STREET, SEYMOUR, IN, 47274
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $8.1M
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 | 121 | $8.1M | $119,739 | $685,857 |
| 2023 | 120 | $6.8M | $112,092 | $626,115 |
| 2022 | 117 | $5.6M | $108,450 | $562,358 |
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 CPAS PC | Auditor | — | — | $0 |
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 | $31,638 | $26,398 | $5,240 | — | — |
| 2023 | $28,758 | $23,683 | $5,075 | — | — |
| 2022 | $26,999 | — | $26,999 | — | — |