Plan Snapshot
- Plan Sponsor: York Chevrolet-Buick-Gmc, INC
- Sponsor EIN: 351629963
- Sponsor Address: 2695 E MAIN ST, PLAINFIELD, IN, 46168
- Plan Type: 401(k)
- Total Participants: 201
- Total Assets: $8.7M
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 | 201 | $8.7M | $430,465 | $787,159 |
| 2023 | 165 | $6.5M | $359,816 | $692,464 |
| 2022 | 168 | $5.1M | $388,193 | $641,180 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $20,220 | $13,348 | $6,872 | — | — |
| 2023 | $5,791 | — | $5,791 | — | — |
| 2022 | $15,207 | — | $15,207 | — | — |