Plan Snapshot
- Plan Sponsor: Paul Baileys East Greenwich Ford, INC
- Sponsor EIN: 050512742
- Sponsor Address: 2545 SOUTH COUNTY TRAIL, EAST GREENWICH, RI, 028181531
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $9.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 138 | $9.8M | $23,322 | $485,670 |
| 2023 | 120 | $8.8M | $22,578 | $380,145 |
| 2022 | 113 | $7.2M | $25,000 | $431,719 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — 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 | $27,575 | $25,000 | $2,125 | — | — |
| 2023 | $29,950 | — | — | — | — |
| 2022 | $25,350 | — | — | — | — |