Plan Snapshot
- Plan Sponsor: Ciocca Ford Of Quakertown INC
- Sponsor EIN: 232715152
- Sponsor Address: 2141 DOWNYFLAKE LANE, ALLENTOWN, PA, 18103
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2,137
- Total Assets: $68.3M
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. |
|---|---|---|---|---|
| 2025 | 2,137 | $68.3M | $0 | $0 |
| 2024 | 1,955 | $57.9M | $2.1M | $7.0M |
| 2023 | 1,189 | $40.8M | $1.7M | $5.6M |
| 2022 | 1,130 | $29.0M | $1.2M | $3.9M |
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 | $68,109 | — | $68,109 |
| BOYER & RITTER LLC | Auditor | $30,000 | — | $30,000 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $17,951 | — | $17,951 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $116,060
- Estimated Expense Ratio: 0.170% 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 |
|---|---|---|---|---|---|
| 2025 | $9,603,172 | $17,951 | — | $30,000 | — |
| 2024 | $68,596 | $5,687 | — | $24,000 | — |
| 2023 | $42,856 | $5,045 | — | $21,000 | — |
| 2022 | $30,649 | $2,054 | — | — | — |