# Don Sanderson Ford, INC. 401(k) Plan
Source: https://planprovider.pro/companies/don-sanderson-ford-inc-401k-plan

> Don Sanderson Ford, INC.&#39;s 401(k) plan: 508 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/epic-retirement-plan-services) — ADVISOR

- [ALERA INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/alera-investment-advisors-llc) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [EIDE BAILEY LLP](https://planprovider.pro/provider/eide-bailly-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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/don-sanderson-ford-inc-401k-plan)

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