# Three Way Chevrolet Company 401(k) Plan
Source: https://planprovider.pro/companies/three-way-chevrolet-company-401k-plan

> Three Way Chevrolet Company's 401(k) plan: 151 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/rogers-clem-and-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|—|—|

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