# Uftring Chevrolet, INC. 401(k) Plan
Source: https://planprovider.pro/companies/uftring-chevrolet-inc-401k-plan

> Uftring Chevrolet, INC.'s 401(k) plan: 306 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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