Plan Snapshot
- Plan Sponsor: Bill Alexander Ford Lincoln Mercury, INC.
- Sponsor EIN: 860393506
- Sponsor Address: 801 E. 32ND STREET, YUMA, AZ, 85365
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $7.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 165 | $7.0M | $178,605 | $544,342 |
| 2023 | 160 | $7.0M | $192,280 | $594,020 |
| 2022 | 144 | $5.4M | $155,295 | $473,049 |
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 |
|---|---|---|---|---|
| FROST, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FROST, PLLC — Auditor
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 | $70,689 | — | $70,689 | — | — |
| 2023 | $61,099 | — | $61,099 | — | — |
| 2022 | $56,134 | — | $56,134 | — | — |