Plan Snapshot
- Plan Sponsor: Bozard Ford Company
- Sponsor EIN: 591741580
- Sponsor Address: 540 OUTLET MALL BLVD., ST. AUGUSTINE, FL, 32084
- Plan Type: 401(k)
- Total Participants: 373
- Total Assets: $7.9M
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 | 373 | $7.9M | $140,539 | $1.1M |
| 2023 | 244 | $6.6M | $127,237 | $863,067 |
| 2022 | 220 | $4.9M | $110,207 | $807,165 |
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 |
|---|---|---|---|---|
| RETIREMENT SOLUTIONS SPECIALISTS | CONTRACT ADMIN | $3,660 | $3,428 | $7,088 |
| MASTERS, SMITH AND WISBY, P.A. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,088
- Estimated Expense Ratio: 0.090% 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 | $5,591 | — | $1,572 | — | — |
| 2023 | $4,273 | — | $4,273 | — | — |
| 2022 | $4,094 | — | $4,094 | — | — |