Plan Snapshot
- Plan Sponsor: Capitol City Ford INC.
- Sponsor EIN: 351606784
- Sponsor Address: 8623 E WASHINGTON ST, INDIANAPOLIS, IN, 46219
- Plan Type: 401(k)
- Total Participants: 265
- Total Assets: $16.7M
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 | 265 | $16.7M | $138,939 | $1.1M |
| 2023 | 257 | $15.2M | $141,473 | $1.0M |
| 2022 | 263 | $12.8M | $121,281 | $860,738 |
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 |
|---|---|---|---|---|
| CBIZ CPAS PC | Auditor | — | — | $0 |
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 | $12,088 | — | $12,088 | — | — |
| 2023 | $19,722 | $18,300 | $1,422 | — | — |
| 2022 | $3,434 | — | $3,434 | — | — |