# Kerry Ford INC DC Plan
Source: https://planprovider.pro/companies/kerry-ford-inc-plan

> Kerry Ford INC's DC plan: 335 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adp-retirement-services) — 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|—|—|—|—|

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