# Paul J. Ford And Company DC Plan
Source: https://planprovider.pro/companies/paul-j-ford-and-company-plan

> Paul J. Ford And Company's DC plan: 46 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:** DC

- **Total Participants:** 46

- **Total Assets:** $12.7M

## 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|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|NONE|$18,722|—|$18,722|

### Verified Provider Profiles

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

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $18,722

- **Estimated Expense Ratio:** 0.148% 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|$1,494,084|—|—|—|—|

| 2023|$1,221,698|—|—|—|—|

| 2022|$990,651|—|—|—|—|

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