# Jim Burke Ford 401(k) Plan
Source: https://planprovider.pro/companies/jim-burke-ford-401k-plan

> Jim Burke Ford's 401(k) plan: 290 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jim Burke Ford

- **Sponsor EIN:** 952275238

- **Sponsor Address:** 2001 OAK STREET, BAKERSFIELD, CA, 93301

- **Plan Type:** 401(k)

- **Total Participants:** 290

- **Total Assets:** $28.8M

## 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|290|$28.8M|$398,013|$1.2M|

| 2023|284|$24.3M|$379,760|$1.2M|

| 2022|254|$20.7M|$366,411|$1.1M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$34,341|—|$34,341|

| NEWEDGE ADVISORS LLC|INVESTMENT ADVISOR|$25,000|—|$25,000|

| BAERG & ASSOCIATES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [NEWEDGE ADVISORS LLC](https://planprovider.pro/provider/newedge-advisors) — INVESTMENT ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $59,341

- **Estimated Expense Ratio:** 0.206% 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|$63,773|$29,432|—|—|—|

| 2023|$56,313|$27,315|—|—|—|

| 2022|$25,248|$21,491|—|—|—|

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