Plan Snapshot
- Plan Sponsor: Ford Of Upland LLC
- Sponsor EIN: 460655780
- Sponsor Address: 555 W FOOTHILL BLVD, UPLAND, CA, 917863853
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $812,760
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 97 | $812,760 | $23,930 | $252,512 |
| 2023 | 90 | $630,413 | $24,440 | $286,196 |
| 2022 | 123 | $341,118 | $26,470 | $245,349 |
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 |
|---|---|---|---|---|
| ROGERS CLEM & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROGERS CLEM & COMPANY — 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 | $9,122 | $5,059 | — | — | — |
| 2023 | $6,415 | $3,273 | — | — | — |
| 2022 | — | — | — | — | — |