Plan Snapshot
- Plan Sponsor: The Glockner Chevrolet Company
- Sponsor EIN: 314190600
- Sponsor Address: PO BOX 1308, PORTSMOUTH, OH, 45662
- Plan Type: 401(k)
- Total Participants: 353
- Total Assets: $17.4M
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 | 353 | $17.4M | $128,023 | $1.3M |
| 2023 | 340 | $15.1M | $130,189 | $1.3M |
| 2022 | 341 | $13.7M | $134,155 | $1.3M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $57,491 | — | $57,491 |
| EDWARD JONES | INVESTMENT/FINANCIAL ADVI | $31,027 | — | $31,027 |
| THE GLOCKNER CHEVROLET COMPANY | ACCOUNTANT | $8,250 | — | $8,250 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,768
- Estimated Expense Ratio: 0.555% 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 | $96,769 | $39,277 | — | — | — |
| 2023 | $77,816 | $20,918 | — | — | — |
| 2022 | $84,877 | — | — | — | — |