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

> Columbia Ford, INC.'s 401(k) plan: 241 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 061324745

- **Sponsor Address:** 234 RTE 6, COLUMBIA, CT, 06237

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

- **Total Participants:** 241

- **Total Assets:** $14.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|241|$14.3M|$154,958|$1.2M|

| 2023|246|$12.0M|$144,349|$1.1M|

| 2022|219|$10.0M|$144,967|$1.1M|

## 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|

| SEWARD & MONDE, CPA'S|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|$65,768|—|—|—|—|

| 2023|$54,673|$26,045|—|—|—|

| 2022|$54,158|—|—|—|—|

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