# Bozard Ford Company 401(k) Plan
Source: https://planprovider.pro/companies/bozard-ford-company-401k-plan

> Bozard Ford Company's 401(k) plan: 373 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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