Plan Snapshot
- Plan Sponsor: C. Basil Ford, INC.
- Sponsor EIN: 161243987
- Sponsor Address: 1540 WALDEN AVENUE, CHEEKTOWAGA, NY, 14225
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $94,351 | $534,224 |
| 2023 | 101 | $11.0M | $79,673 | $604,856 |
| 2022 | 96 | $8.8M | $72,284 | $566,197 |
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 LIFE AND ANNUITY INS. CO | RECORDKEEPER | $80,798 | — | $80,798 |
| LAWLEY RETIREMENT ADVISORS | INVESTMENT ADVISOR | $25,316 | — | $25,316 |
| PPS PENSION SERVICES | THIRD PARTY ADMINISTRATIO | $3,386 | $15,216 | $18,602 |
| TRONCONI SEGARRA & ASSOCIATES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRONCONI SEGARRA & ASSOCIATES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,716
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 | $45,799 | — | $45,799 | — | — |
| 2023 | $40,960 | — | $40,960 | — | — |
| 2022 | $41,418 | — | $41,418 | — | — |