Plan Snapshot
- Plan Sponsor: Westgate Chevrolet, INC.
- Sponsor EIN: 232257255
- Sponsor Address: 950 SMILE WAY, YORK, PA, 17404
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 3 | $449 | $35,224 | $345,620 |
| 2023 | 577 | $22.2M | $248,169 | $1.7M |
| 2022 | 476 | $18.7M | $248,809 | $1.7M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Other Service Provider | $51,603 | — | $51,603 |
| CONRAD M SIEGEL INC | Other Service Provider | $41,722 | — | $41,722 |
| LOMBARD SECURITIES INC | Other Service Provider | $13,159 | — | $13,159 |
| SRS CAPITAL ADVISORS | Other Service Provider | $12,176 | — | $12,176 |
| REINSEL KUNTZ LESHER LLP | Auditor | $7,443 | — | $7,443 |
| EMPOWER ADVISORY GROUP, LLC | Other Service Provider | $6,821 | — | $6,821 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REINSEL KUNTZ LESHER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $132,924
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $160,438 | $32,156 | $41,722 | $7,443 | — |
| 2023 | $151,422 | $59,391 | $31,802 | $8,750 | — |
| 2022 | $161,512 | $58,898 | $43,297 | — | $59,317 |