Plan Snapshot
- Plan Sponsor: Ray Huffines Chevrolet, INC. D.B.A. Huffines Auto Dealerships
- Sponsor EIN: 751918983
- Sponsor Address: 4500 W PLANO PKWY, PLANO, TX, 75093
- Plan Type: 401(k)
- Total Participants: 621
- Total Assets: $33.4M
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 | 621 | $33.4M | $216,263 | $3.2M |
| 2023 | 596 | $28.2M | $205,850 | $3.2M |
| 2022 | 571 | $22.4M | $174,036 | $3.0M |
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 |
|---|---|---|---|---|
| ROCKEFELLER FINANCIAL LLC | INVESTMENT ADVISOR | $75,746 | — | $75,746 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $73,080 | — | $73,080 |
| PRICEKUBECKA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $148,826
- Estimated Expense Ratio: 0.445% 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 | $148,826 | $75,746 | — | — | — |
| 2023 | $114,152 | $60,042 | — | — | — |
| 2022 | $104,316 | $49,325 | $54,991 | — | — |