Plan Snapshot
- Plan Sponsor: Quaker Ford INC. Dba Nemer Ford
- Sponsor EIN: 141645092
- Sponsor Address: PO BOX 4277, QUEENSBURY, NY, 12804
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $4.5M
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 | 122 | $4.5M | $0 | $442,186 |
| 2023 | 122 | $3.7M | $27 | $423,935 |
| 2022 | 125 | $3.5M | $0 | $424,882 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $22,937 | — | $22,937 |
| LPL FINANCIAL | INVESTMENT/FINANCIAL ADVI | $13,495 | — | $13,495 |
| CMJ LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,432
- Estimated Expense Ratio: 0.815% 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 | $36,433 | — | — | — | — |
| 2023 | $30,984 | $11,578 | — | — | — |
| 2022 | $28,566 | — | — | — | — |