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  2. ROTOLO CHEVROLET INC.
Sponsor portfolio

ROTOLO CHEVROLET INC.

EIN 95-2685177-retail-Latest filing 2025
Plans
3
Retirement
2
$3.2M assets
Welfare
1
$1.1M premiums
Participants
348
16666 S. HIGHLAND AVE. - FONTANA, CA 92336909-822-1111rotolochevy.comLinkedIn51-200 employeesretail
Plans on this EIN
3 filings
#001401k-$2.3M - 89 part#002401k-$921K - 94 part#502Fully Insured-$1.1M - 156 lives

Retirement portfolio analytics

2 plans aggregated / $3.2M assets / 183 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • ROTOLO CHEVROLET 401(K) (#001)72%
  • & SERVICE 401(K) (#002)28%
Total $3.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & SERVICE 401(K) (#002)94
  • ROTOLO CHEVROLET 401(K) (#001)89
Total 183Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 156 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Dental$123K
  • Vision$123K
  • Life$123K
  • Other$123K
Total $1.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • HEALTH NET89%
  • PRINCIPAL LIFE INSURANCE COMPANY11%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • GCG FINANCIAL LLC49%
  • M3 INSURANCE SOLUTIONS INC34%
  • BERNARDINI AND DONOVAN INSURANCE17%
Total $61K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ROTOLO CHEVROLET 401(K) PLAN

401k

Assets$2.3M
Participants89
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ROTOLO CHEVROLET PARTS & SERVICE 401(K) PLAN

401k

Assets$921K
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ROTOLO CHEVROLET INC EMPLOYEE BENEFITS PLAN

Fully Insured - HEALTH NET

Premiums$1.1M
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ROTOLO CHEVROLET 401(K) PLAN401k$2.3M892025
002ROTOLO CHEVROLET PARTS & SERVICE 401(K) PLAN401k$921K942025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ROTOLO CHEVROLET INC EMPLOYEE BENEFITS PLANFully InsuredHEALTH NET$1.1M1562025
Retirement plans
Welfare plans
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