Plan Snapshot
- Plan Sponsor: Sid Dillon Chevrolet-Fremont, INC.
- Sponsor EIN: 470697657
- Sponsor Address: 2500 EAST 23RD STREET, FREMONT, NE, 68025
- Plan Type: 401(k)
- Total Participants: 672
- Total Assets: $109.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 672 | $109.3M | $3.7M | $3.0M |
| 2023 | 677 | $99.4M | $4.1M | $2.9M |
| 2022 | 660 | $82.4M | $3.8M | $2.5M |
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 |
|---|---|---|---|---|
| SECURITY NATIONAL BANK | Recordkeeper | — | $104,241 | $104,241 |
| EDWARD D. JONES & CO., L.P. | Investment Advisor | — | $96,155 | $96,155 |
| RVR BANK | Custodian / Trustee | $60,213 | — | $60,213 |
| RBC CAPITAL MARKETS LLC | Investment Advisor | — | $30,519 | $30,519 |
| CAPITAL RESEARCH AND MANAGEMENT | Recordkeeper | $9,733 | $10,508 | $20,241 |
| AMERITAS INVESTMENT CORP | Investment Advisor | — | $10,962 | $10,962 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERITAS INVESTMENT CORP — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $322,331
- Estimated Expense Ratio: 0.295% 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 | $69,946 | — | — | — | — |
| 2023 | $68,680 | — | $3,088 | — | — |
| 2022 | $64,719 | $64,719 | — | — | — |