Plan Snapshot
- Plan Sponsor: Westbury Jeep Chrysler Dodge I
- Sponsor EIN: 112288005
- Sponsor Address: 111 BOND STREET, WESTBURY, NY, 11590
- Plan Type: 401(k)
- Total Participants: 797
- Total Assets: $20.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 797 | $20.9M | $0 | $2.1M |
| 2023 | 1,289 | $19.1M | $0 | $2.0M |
| 2022 | 1,036 | $15.6M | $0 | $2.0M |
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 |
|---|---|---|---|---|
| COOPER SAVAS, LLC | 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 | $119,710 | $13,553 | $77,098 | — | — |
| 2023 | $113,882 | $11,628 | $77,336 | — | — |
| 2022 | $92,170 | $11,122 | $57,214 | — | $23,834 |