Plan Snapshot
- Plan Sponsor: Kerry Ford INC
- Sponsor EIN: 310729115
- Sponsor Address: 155 W KEMPER ROAD, CINCINNATI, OH, 45246
- Plan Type: DC
- Total Participants: 335
- Total Assets: $15.0M
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 | 335 | $15.0M | $0 | $1.3M |
| 2023 | 326 | $13.3M | $8,411 | $1.3M |
| 2022 | 328 | $10.6M | $0 | $1.3M |
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 |
|---|---|---|---|---|
| VALMARK SECURITIES INC. | INVESTMENT/FINANCIAL ADVI | $27,592 | — | $27,592 |
| ADP, INC. | RECORD KEEPER | $25,666 | — | $25,666 |
| PLANTE AND MORAN PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,258
- Estimated Expense Ratio: 0.356% 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 | $80,851 | $55,185 | — | — | — |
| 2023 | $36,474 | $27,912 | — | — | — |
| 2022 | $61,371 | — | — | — | — |