Plan Snapshot
- Plan Sponsor: Donley Ford Of Ashland, INC.
- Sponsor EIN: 341235712
- Sponsor Address: P.O. BOX 405, ASHLAND, OH, 448053536
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 99 | $7.6M | $83,110 | $291,564 |
| 2023 | 102 | $6.8M | $87,366 | $323,901 |
| 2022 | 103 | $5.6M | $106,172 | $344,376 |
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 |
|---|---|---|---|---|
| PLANCHEC(K) CPA'S, LLC. | Auditor | $10,500 | — | $10,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANCHEC(K) CPA'S, LLC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,500
- Estimated Expense Ratio: 0.138% 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 | $23,356 | — | — | $10,500 | — |
| 2023 | $16,760 | — | $15,431 | — | — |
| 2022 | $8,623 | — | $8,623 | — | — |