Plan Snapshot
- Plan Sponsor: Laird Noller Ford, INC.
- Sponsor EIN: 480668109
- Sponsor Address: 2245 SW TOPEKA BOULEVARD, TOPEKA, KS, 66611
- Plan Type: 401(k)
- Total Participants: 392
- Total Assets: $11.2M
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 | 392 | $11.2M | $128,183 | $825,521 |
| 2023 | 263 | $11.3M | $122,303 | $787,771 |
| 2022 | 262 | $9.4M | $123,222 | $772,611 |
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 |
|---|---|---|---|---|
| PRISM FINANCIAL GROUP LLC | NONE | $20,605 | — | $20,605 |
| CPI QUALIFIED PLAN CONSULTANTS, INC | NONE | $19,151 | — | $19,151 |
| ALLWORTH FINANCIAL | NONE | $7,152 | — | $7,152 |
| WENDLING NOE NELSON & JOHNSON, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CPI QUALIFIED PLAN CONSULTANTS, INC — NONE
- WENDLING NOE NELSON & JOHNSON, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,908
- Estimated Expense Ratio: 0.419% 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 | $40,291 | $20,661 | $8,396 | — | — |
| 2023 | $45,422 | $28,202 | $5,912 | — | — |
| 2022 | $30,926 | $21,177 | $9,749 | — | — |