# Bartow Ford Co. DC Plan
Source: https://planprovider.pro/companies/bartow-ford-co-plan

> Bartow Ford Co.'s DC plan: 324 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bartow Ford Co.

- **Sponsor EIN:** 590687878

- **Sponsor Address:** P.O. BOX 1700, BARTOW, FL, 338311700

- **Plan Type:** DC

- **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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$25,691|—|$25,691|

| BRIMMER, BUREK & KEELAN LLP|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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $25,691

- **Estimated Expense Ratio:** 0.162% 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|$27,697|$1,528|—|—|—|

| 2023|$22,348|$983|—|—|—|

| 2022|$23,533|$430|—|—|—|

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