Plan Snapshot
- Plan Sponsor: O'Meara Ford Center, INC.
- Sponsor EIN: 840802557
- Sponsor Address: 400 W. 104TH AVE., NORTHGLENN, CO, 80234
- Plan Type: 401(k)
- Total Participants: 227
- Total Assets: $12.6M
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 | 227 | $12.6M | $88,228 | $888,702 |
| 2023 | 197 | $11.4M | $50,000 | $722,132 |
| 2022 | 194 | $9.5M | $35,000 | $609,715 |
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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — 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 | $15,826 | — | $15,826 | — | — |
| 2023 | $68,953 | — | $68,953 | — | — |
| 2022 | $14,841 | — | $14,841 | — | — |