# Apple Valley Ford, INC. 401(k) Plan
Source: https://planprovider.pro/companies/apple-valley-ford-inc-401k-plan

> Apple Valley Ford, INC.'s 401(k) plan: 711 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Apple Valley Ford, INC.

- **Sponsor EIN:** 411717918

- **Sponsor Address:** P.O. BOX 240299, APPLE VALLEY, MN, 55124

- **Plan Type:** 401(k)

- **Total Participants:** 711

- **Total Assets:** $33.9M

## 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|711|$33.9M|$852,495|$3.1M|

| 2023|534|$28.4M|$840,387|$2.8M|

| 2022|504|$21.8M|$725,560|$2.4M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$10,890|—|$10,890|

| STRATEGIC ADVISORS, INC.|ADVISOR|$5,503|—|$5,503|

| BRADY MARTZ|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BRADY MARTZ](https://planprovider.pro/provider/brady-martz-and-associates-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $16,393

- **Estimated Expense Ratio:** 0.048% 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|$16,393|$5,503|—|—|—|

| 2023|$13,917|$4,802|—|—|—|

| 2022|$9,917|$2,682|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/apple-valley-ford-inc-401k-plan)

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