Plan Snapshot
- Plan Sponsor: Three Way Chevrolet Company
- Sponsor EIN: 952097019
- Sponsor Address: 4501 WIBLE ROAD, BAKERSFIELD, CA, 933899609
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $9.0M
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 | 151 | $9.0M | $233,581 | $610,436 |
| 2023 | 155 | $7.4M | $225,392 | $625,329 |
| 2022 | 138 | $6.0M | $194,624 | $539,320 |
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 |
|---|---|---|---|---|
| LC MORGAN STANLEY | NONE | $40,203 | — | $40,203 |
| ASCENSUS LLC | NONE | $23,734 | — | $23,734 |
| ROGERS, CLEM & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROGERS, CLEM & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,937
- Estimated Expense Ratio: 0.711% 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 | $63,937 | $40,203 | $23,734 | — | — |
| 2023 | $54,577 | $33,014 | $21,563 | — | — |
| 2022 | $50,551 | $31,172 | $19,379 | — | — |