Plan Snapshot
- Plan Sponsor: Allan Vigil Ford Lincoln, INC.
- Sponsor EIN: 581606549
- Sponsor Address: 6790 MT. ZION BLVD, MORROW, GA, 30260
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $10.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 150 | $10.7M | $100,441 | $632,091 |
| 2023 | 130 | $10.1M | $97,548 | $572,640 |
| 2022 | 130 | $10.2M | $93,790 | $642,569 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $26,683 | — | $26,683 |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | INVESTMENT/FINANCIAL ADVI | $25,465 | — | $25,465 |
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,148
- Estimated Expense Ratio: 0.490% 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 | $52,148 | $25,465 | — | — | — |
| 2023 | $59,257 | $25,127 | — | — | — |
| 2022 | $56,688 | — | — | — | — |