Plan Snapshot
- Plan Sponsor: Uebelhor And Sons Chevrolet
- Sponsor EIN: 351693765
- Sponsor Address: 972 WERNSING, JASPER, IN, 47546
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $11.4M
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 | 127 | $11.4M | $278,019 | $622,708 |
| 2023 | 106 | $10.0M | $286,266 | $646,528 |
| 2022 | 100 | $9.2M | $247,838 | $613,922 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $39,090 | $6,677 | — | — | — |
| 2023 | $36,494 | $7,090 | — | — | — |
| 2022 | $36,595 | — | $36,595 | — | — |