Plan Snapshot
- Plan Sponsor: Leif Johnson Ford Ii, Ltd
- Sponsor EIN: 742922240
- Sponsor Address: PO BOX 4648, AUSTIN, TX, 78765
- Plan Type: 401(k)
- Total Participants: 410
- Total Assets: $12.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 410 | $12.9M | $547,470 | $1.6M |
| 2023 | 367 | $11.2M | $480,681 | $1.4M |
| 2022 | 329 | $8.3M | $206,576 | $1.2M |
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 |
|---|---|---|---|---|
| POMARES & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- POMARES & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $72,381 | $29,873 | $42,508 | — | — |
| 2023 | $48,482 | $23,042 | $25,440 | — | — |
| 2022 | $51,392 | $22,396 | $28,996 | — | — |