Plan Snapshot
- Plan Sponsor: Paul J. Ford And Company
- Sponsor EIN: 310793663
- Sponsor Address: 250 EAST BROAD STREET, SUITE 600, COLUMBUS, OH, 432153708
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 104
- Total Assets: $15.6M
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. |
|---|---|---|---|---|
| 2025 | 104 | $15.6M | $0 | $0 |
| 2024 | 46 | $12.7M | $403,650 | $598,105 |
| 2023 | 59 | $11.7M | $550,000 | $377,577 |
| 2022 | 79 | $13.7M | $952,020 | $358,947 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | Other Service Provider | $26,376 | — | $26,376 |
| WELLS FARGO ADVISORS LLC | Other Service Provider | $11,945 | — | $11,945 |
| THE JOSEPH GROUP CAPITAL MANAGEMENT | Other Service Provider | $7,981 | — | $7,981 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,302
- Estimated Expense Ratio: 0.297% 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 |
|---|---|---|---|---|---|
| 2025 | $1,382,334 | — | — | — | — |
| 2024 | $1,494,084 | — | — | — | — |
| 2023 | $1,221,698 | — | — | — | — |
| 2022 | $990,651 | — | — | — | — |