Plan Snapshot
- Plan Sponsor: Thomas Dodge, Chrysler, Jeep Of Highland, INC.
- Sponsor EIN: 351419614
- Sponsor Address: 9825 INDIANAPOLIS BLVD., HIGHLAND, IN, 46322
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $23.2M
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 | 182 | $23.2M | $604,199 | $1.0M |
| 2023 | 199 | $21.8M | $774,757 | $1.2M |
| 2022 | 202 | $18.0M | $795,572 | $1.2M |
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 |
|---|---|---|---|---|
| SWARTZ RETSON AND CO | Auditor | $15,700 | — | $15,700 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,700
- Estimated Expense Ratio: 0.068% 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 | $63,325 | $46,731 | — | $15,700 | — |
| 2023 | $55,710 | $38,715 | — | $15,700 | — |
| 2022 | $52,792 | — | — | — | — |