# Cherokee Ford, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cherokee-ford-inc-401k-plan

> Cherokee Ford, INC.'s 401(k) plan: 1,569 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cherokee Ford, INC.

- **Sponsor EIN:** 581964898

- **Sponsor Address:** 1575 MANSELL ROAD, ALPHARETTA, GA, 30009

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

- **Total Participants:** 1,569

- **Total Assets:** $29.6M

## 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|1,569|$29.6M|$774,501|$4.0M|

| 2023|880|$24.2M|$560,319|$3.3M|

| 2022|726|$17.9M|$0|$2.9M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$121,360|—|$121,360|

| LOCUST LANE WEALTH MANGEMENT LLC|ADVISOR|$83,907|—|$83,907|

| JACOBY AND HANDLEY PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [JACOBY AND HANDLEY PLLC](https://planprovider.pro/provider/jacoby-and-handley-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $205,267

- **Estimated Expense Ratio:** 0.693% 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|$205,266|$88,132|—|—|—|

| 2023|$145,253|$74,691|—|—|—|

| 2022|$140,808|$2,975|—|—|—|

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