# Sg Chevrolet, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sg-chevrolet-llc-401k-plan

> Sg Chevrolet, LLC's 401(k) plan: 686 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sg Chevrolet, LLC

- **Sponsor EIN:** 270499407

- **Sponsor Address:** 15303 ROYALTON ROAD, STRONGSVILLE, OH, 44136

- **Plan Type:** 401(k)

- **Total Participants:** 686

- **Total Assets:** $21.1M

## 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|686|$21.1M|$254,597|$2.5M|

| 2023|631|$16.8M|$177,263|$2.3M|

| 2022|606|$12.2M|$152,607|$2.1M|

## 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|$56,436|—|$56,436|

| REGAL INVESTMENT ADVISORS LLC|ADVISOR|$31,498|—|$31,498|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $87,934

- **Estimated Expense Ratio:** 0.416% 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|$90,807|$34,334|—|—|—|

| 2023|$69,180|$34,760|—|—|—|

| 2022|$58,887|$1,214|—|—|—|

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