# Bill Alexander Ford Lincoln Mercury, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bill-alexander-ford-lincoln-mercury-inc-401k-plan

> Bill Alexander Ford Lincoln Mercury, INC.'s 401(k) plan: 165 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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