# The Glockner Chevrolet Company 401(k) Plan
Source: https://planprovider.pro/companies/the-glockner-chevrolet-company-401k-plan

> The Glockner Chevrolet Company&#39;s 401(k) plan: 353 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|—|—|

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