Plan Snapshot
- Plan Sponsor: Jim Bass Ford, INC.
- Sponsor EIN: 751099335
- Sponsor Address: BOX 3488, SAN ANGELO, TX, 76901
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $12.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 158 | $12.1M | $479,075 | $796,739 |
| 2023 | 124 | $10.0M | $377,193 | $732,375 |
| 2022 | 118 | $7.5M | $368,772 | $747,930 |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $7,603 | — | $7,603 |
| WALTERS & ASSOCIATES, CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,603
- Estimated Expense Ratio: 0.063% 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 | $7,678 | $7,603 | — | — | — |
| 2023 | $7,738 | $7,663 | — | — | — |
| 2022 | $3,537 | $3,487 | — | — | — |