Plan Snapshot
- Plan Sponsor: Ed Stivers Ford, INC.
- Sponsor EIN: 134310141
- Sponsor Address: 1450 E HICKMAN ROAD, WAUKEE, IA, 50263
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $6.0M
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 | 134 | $6.0M | $21,441 | $524,588 |
| 2023 | 119 | $5.8M | $21,274 | $612,052 |
| 2022 | 118 | $4.7M | $21,821 | $525,407 |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
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 | $24,896 | $21,264 | — | — | — |
| 2023 | $37,388 | $35,594 | — | — | — |
| 2022 | $14,246 | — | — | — | — |