Plan Snapshot
- Plan Sponsor: Rudolph Chevrolet, LLC
- Sponsor EIN: 741366397
- Sponsor Address: 5625 S DESERT BLVD, EL PASO, TX, 79932
- Plan Type: 401(k)
- Total Participants: 255
- Total Assets: $8.4M
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 | 255 | $8.4M | $0 | $518,409 |
| 2023 | 253 | $7.6M | $0 | $546,739 |
| 2022 | 245 | $6.3M | $0 | $518,625 |
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 |
|---|---|---|---|---|
| J BEAVER INVESTMENT ADVISORS, INC. | INVESTMENT ADVISOR | $39,024 | — | $39,024 |
| RETIREBETTER, INC. | TPA RECORDKEEPER | $12,498 | — | $12,498 |
| CLIFTONLARSENALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSENALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,522
- Estimated Expense Ratio: 0.613% 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 | $56,067 | $39,024 | $12,498 | — | — |
| 2023 | $48,351 | $32,635 | $11,911 | — | — |
| 2022 | $47,637 | $31,608 | $12,048 | — | $3,981 |