Plan Snapshot
- Plan Sponsor: Bartow Ford Co.
- Sponsor EIN: 590687878
- Sponsor Address: P.O. BOX 1700, BARTOW, FL, 338311700
- Plan Type: 401(k)
- Total Participants: 324
- Total Assets: $15.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 324 | $15.8M | $182,743 | $1.4M |
| 2023 | 257 | $13.9M | $183,005 | $1.5M |
| 2022 | 247 | $11.1M | $173,408 | $1.4M |
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 |
|---|---|---|---|---|
| BRIMMER, BUREK & KEELAN LLP | 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 | $27,697 | $1,528 | — | — | — |
| 2023 | $22,348 | $983 | — | — | — |
| 2022 | $23,533 | $430 | — | — | — |