Plan Snapshot
- Plan Sponsor: Future Ford, INC.
- Sponsor EIN: 942729275
- Sponsor Address: 650 AUTOMALL DRIVE, ROSEVILLE, CA, 95661
- Plan Type: 401(k)
- Total Participants: 1,180
- Total Assets: $48.7M
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 | 1,180 | $48.7M | $395,418 | $4.4M |
| 2023 | 909 | $40.4M | $366,619 | $4.3M |
| 2022 | 830 | $33.3M | $323,180 | $4.2M |
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 |
|---|---|---|---|---|
| ALLWORTH FINANCIAL | ADVISOR | $55,629 | — | $55,629 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $46,526 | — | $46,526 |
| POMARES & CO. | ACCOUNTANT/AUDITOR | $18,546 | — | $18,546 |
| SECURITIES AMERICA ADVISOR INC | ADVISOR | $10,010 | — | $10,010 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- POMARES & CO. — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $130,711
- Estimated Expense Ratio: 0.268% 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 | $130,711 | $65,639 | — | $18,546 | — |
| 2023 | $127,812 | $54,608 | — | $19,683 | — |
| 2022 | $144,613 | — | — | — | — |