# Bill Jarrett Ford, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bill-jarrett-ford-inc-401k-plan

> Bill Jarrett Ford, INC.'s 401(k) plan: 418 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bill Jarrett Ford, INC.

- **Sponsor EIN:** 591637589

- **Sponsor Address:** 1305 US HIGHWAY 27 N, AVON PARK, FL, 33825

- **Plan Type:** 401(k)

- **Total Participants:** 418

- **Total Assets:** $17.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|418|$17.6M|$437,622|$1.6M|

| 2023|525|$15.2M|$440,439|$1.5M|

| 2022|340|$12.5M|$405,339|$1.5M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$63,395|—|$63,395|

| RAYMOND JAMES|INVESTMENT ADVISOR|$33,398|—|$33,398|

| THE AIMPOINT GROUP LLC|TPA|$21,986|—|$21,986|

| SPOOR BUNCH FRANZ|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SPOOR BUNCH FRANZ](https://planprovider.pro/provider/spoor-bunch-franz) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $118,779

- **Estimated Expense Ratio:** 0.674% 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|$21,549|$13,257|$8,292|—|—|

| 2023|$28,300|$28,300|—|—|—|

| 2022|$66,700|$58,129|$8,571|—|—|

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