Plan Snapshot
- Plan Sponsor: Runde Chevrolet, INC.
- Sponsor EIN: 364320504
- Sponsor Address: 780 ROUTE 35 NORTH, EAST DUBUQUE, IL, 61025
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $12.4M
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 | 102 | $12.4M | $148,411 | $411,520 |
| 2023 | 95 | $10.7M | $286,204 | $403,902 |
| 2022 | 91 | $9.1M | $129,146 | $372,662 |
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 |
|---|---|---|---|---|
| WOODWARD & ASSOCIATES INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WOODWARD & ASSOCIATES INC — Auditor
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 | $2,193 | — | $2,193 | — | — |
| 2023 | $3,133 | — | $3,133 | — | — |
| 2022 | $4,082 | — | $4,082 | — | — |