Plan Snapshot
- Plan Sponsor: Sandy Sansing Chevrolet, INC.
- Sponsor EIN: 591058938
- Sponsor Address: 6200 PENSACOLA BLVD, PENSACOLA, FL, 32505
- Plan Type: 401(k)
- Total Participants: 555
- Total Assets: $11.9M
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 | 555 | $11.9M | $0 | $1.7M |
| 2023 | 562 | $10.2M | $0 | $1.7M |
| 2022 | 517 | $10.0M | $4,728 | $1.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $49,494 | — | $49,494 |
| WELLS FARGO CLEARING SERVICES LLC | ADVISOR | $26,901 | — | $26,901 |
| HENDERSON, HUTCHERSON, & MCCULLOUGH | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,395
- Estimated Expense Ratio: 0.643% 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 | $76,395 | $26,901 | — | — | — |
| 2023 | $85,534 | $41,552 | — | — | — |
| 2022 | $91,508 | — | — | — | — |