# Pearson Ford, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/pearson-ford-inc-351053374-501

> Pearson Ford, INC.'s Health & Welfare plan: 55 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pearson Ford, INC.

- **Sponsor EIN:** 351053374

- **Sponsor Address:** 10650 N MICHIGAN ROAD, ZIONSVILLE, IN, 46077

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 55

- **Total Assets:** $11,158

## 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|55|$11,158|$44,398|$0|

| 2023|45|$20,136|$275,375|$155,106|

| 2022|53|$44,710|$474,783|$2,238|

## 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|

| REMODEL HEALTH|Other Service Provider|$65,910|—|$65,910|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $65,910

- **Estimated Expense Ratio:** 590.697% 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|$6,832|—|—|—|—|

| 2023|$419,066|—|—|—|—|

| 2022|$483,647|—|—|—|—|

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