Plan Snapshot
- Plan Sponsor: Beau Townsend Ford, INC.
- Sponsor EIN: 310876107
- Sponsor Address: 1020 WEST NATIONAL RD., VANDALIA, OH, 453770244
- Plan Type: 401(k)
- Total Participants: 252
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 252 | $9.2M | $50,000 | $690,067 |
| 2023 | 238 | $9.1M | $50,000 | $619,500 |
| 2022 | 207 | $7.6M | $50,000 | $580,131 |
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 |
|---|---|---|---|---|
| BARDON & BRACKMAN CPAS | 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 | $40,823 | — | $40,823 | — | — |
| 2023 | $71,971 | — | $71,971 | — | — |
| 2022 | $71,157 | — | $71,157 | — | — |