# Ashley F. Ward, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ashley-f-ward-inc-401k-plan

> Ashley F. Ward, INC.'s 401(k) plan: 58 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ashley F. Ward, INC.

- **Sponsor EIN:** 310480900

- **Sponsor Address:** 7490 EASY STREET, MASON, OH, 45040

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

- **Total Participants:** 58

- **Total Assets:** $8.5M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|58|$8.5M|$48,537|$319,799|

| 2023|76|$8.0M|$50,916|$323,148|

| 2022|85|$7.4M|$56,448|$348,334|

## 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|

| HK CAMPELL AND CO.|Auditor|$19,600|—|$19,600|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $19,600

- **Estimated Expense Ratio:** 0.230% 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|$66,794|$24,376|—|$19,600|—|

| 2023|$44,257|$22,781|—|—|—|

| 2022|$57,020|—|$57,020|—|—|

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