# Olathe Ford Sales, INC. 401(k) Plan
Source: https://planprovider.pro/companies/olathe-ford-sales-inc-401k-plan

> Olathe Ford Sales, INC.'s 401(k) plan: 346 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Olathe Ford Sales, INC.

- **Sponsor EIN:** 480720233

- **Sponsor Address:** 1845 E SANTA FE, OLATHE, KS, 66062

- **Plan Type:** 401(k)

- **Total Participants:** 346

- **Total Assets:** $17.3M

## 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|346|$17.3M|$353,454|$1.8M|

| 2023|336|$16.3M|$214,284|$1.6M|

| 2022|301|$13.9M|$187,620|$1.4M|

## 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|

| MARINER WEALTH ADVISORS, LLC|NONE|$35,220|—|$35,220|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$26,273|—|$26,273|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $61,493

- **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|$61,568|$35,220|—|—|—|

| 2023|$57,079|$32,031|—|—|—|

| 2022|$61,703|$31,506|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/olathe-ford-sales-inc-401k-plan)

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