# Szott M-59 Chrysler-Jeep, INC. 401(k) Plan
Source: https://planprovider.pro/companies/szott-m-59-chrysler-jeep-inc-382050033-001

> Szott M-59 Chrysler-Jeep, INC.'s 401(k) plan: 200 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Szott M-59 Chrysler-Jeep, INC.

- **Sponsor EIN:** 382050033

- **Sponsor Address:** 6700 HIGHLAND ROAD, WHITE LAKE, MI, 48383

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

- **Plan Number:** 001

- **Total Participants:** 200

- **Total Assets:** $9.7M

## 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|200|$9.7M|$115,116|$795,321|

| 2023|214|$9.1M|$105,434|$745,299|

| 2022|276|$7.6M|$95,966|$671,279|

## 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|

| CAPTRUST INVESTMENT ADVISORS|Investment Advisor|$42,506|—|$42,506|

| MILLIMAN, INC.|Recordkeeper|$18,526|—|$18,526|

| JANZ AND KNIGHT, PLC|Auditor|$14,800|—|$14,800|

### Verified Provider Profiles

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

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $75,832

- **Estimated Expense Ratio:** 0.779% 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|$74,657|$42,506|—|$14,800|—|

| 2023|$67,525|$38,710|—|$13,800|—|

| 2022|$65,530|$37,354|$15,876|—|$12,300|

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