Plan Snapshot
- Plan Sponsor: Rogers-Dabbs Chevrolet, INC.
- Sponsor EIN: 640642087
- Sponsor Address: P. O. BOX 1329, BRANDON, MS, 390431329
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $3.9M
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 | 101 | $3.9M | $76,050 | $379,987 |
| 2023 | 104 | $3.4M | $66,510 | $352,242 |
| 2022 | 103 | $3.0M | $73,138 | $342,185 |
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 |
|---|---|---|---|---|
| CGC LLC | 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 | $32,543 | $28,454 | — | — | — |
| 2023 | $27,890 | $23,637 | — | — | — |
| 2022 | $27,928 | $24,510 | $3,418 | — | — |