Plan Snapshot
- Plan Sponsor: Uftring Chevrolet, INC.
- Sponsor EIN: 371120950
- Sponsor Address: 1860 WASHINGTON RD, WASHINGTON, IL, 615712114
- Plan Type: 401(k)
- Total Participants: 306
- Total Assets: $25.2M
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 | 306 | $25.2M | $182,531 | $1.5M |
| 2023 | 308 | $26.7M | $195,978 | $1.5M |
| 2022 | 300 | $23.7M | $188,767 | $1.5M |
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 |
|---|---|---|---|---|
| GUARDIAN WEALTH MANAGEMENT, INC | INVESTMENT ADVISORY | $63,741 | $13 | $63,754 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $51,998 | — | $51,998 |
| ROMOLO & ASSOCIATES, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,752
- Estimated Expense Ratio: 0.459% 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 | $115,746 | $63,747 | $51,999 | — | — |
| 2023 | $112,208 | $60,529 | $51,679 | — | — |
| 2022 | $129,993 | $61,264 | $68,729 | — | — |