Plan Snapshot
- Plan Sponsor: Don Sanderson Ford, INC.
- Sponsor EIN: 860123699
- Sponsor Address: 6400 N 51ST AVE, GLENDALE, AZ, 85301
- Plan Type: 401(k)
- Total Participants: 508
- Total Assets: $20.7M
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 | 508 | $20.7M | $222,717 | $2.2M |
| 2023 | 457 | $18.5M | $266,363 | $2.1M |
| 2022 | 428 | $15.2M | $254,855 | $2.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $61,659 | — | $61,659 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | ADVISOR | $35,734 | — | $35,734 |
| ALERA INVESTMENT ADVISORS LLC | ADVISOR | $12,777 | — | $12,777 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $11,628 | — | $11,628 |
| EIDE BAILEY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ONEDIGITAL INVESTMENT ADVISORS LLC — ADVISOR
- ALERA INVESTMENT ADVISORS LLC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- EIDE BAILEY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $121,798
- Estimated Expense Ratio: 0.588% 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 | $121,798 | $60,139 | — | — | — |
| 2023 | $92,899 | $50,037 | — | — | — |
| 2022 | $71,216 | $4,395 | — | — | — |