# Preston Chevrolet-Cardillac INC. 401(k) Plan
Source: https://planprovider.pro/companies/preston-chevrolet-cardillac-inc-401k-plan

> Preston Chevrolet-Cardillac INC.'s 401(k) plan: 172 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Preston Chevrolet-Cardillac INC.

- **Sponsor EIN:** 341715009

- **Sponsor Address:** 13600 WEST CENTER STREET, BURTON, OH, 44021

- **Plan Type:** 401(k)

- **Total Participants:** 172

- **Total Assets:** $14.5M

## 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|172|$14.5M|$499,352|$1.1M|

| 2023|171|$12.6M|$510,957|$1.1M|

| 2022|167|$10.0M|$529,132|$1.2M|

## 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 SERVICE|NONE|$33,340|—|$33,340|

| THE VANGUARD GROUP, INC.|NONE|$28,482|—|$28,482|

| HD DAVIS CPAS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [HD DAVIS CPAS, LLC](https://planprovider.pro/provider/hd-davis-cpas-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $61,822

- **Estimated Expense Ratio:** 0.427% 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|$61,822|$33,340|$28,482|—|—|

| 2023|$23,479|—|$23,479|—|—|

| 2022|$25,785|—|$25,785|—|—|

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