Plan Snapshot
- Plan Sponsor: Bill Currie Ford, INC.
- Sponsor EIN: 590910014
- Sponsor Address: 5815 N. DALE MABRY HWY, TAMPA, FL, 33614
- Plan Type: 401(k)
- Total Participants: 218
- Total Assets: $13.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 218 | $13.3M | $82,406 | $946,432 |
| 2023 | 234 | $13.0M | $87,225 | $1.0M |
| 2022 | 241 | $11.5M | $86,749 | $1.1M |
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 |
|---|---|---|---|---|
| SPOOR BUNCH FRANZ | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SPOOR BUNCH FRANZ — 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 | $36,101 | $2,478 | $16,325 | — | — |
| 2023 | $27,024 | $7,042 | $19,982 | — | — |
| 2022 | $26,264 | — | $13,584 | — | $12,680 |