Plan Snapshot
- Plan Sponsor: Riverside Ford, INC.
- Sponsor EIN: 581033503
- Sponsor Address: 2089 RIVERSIDE DRIVE, MACON, GA, 31204
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 112 | $5.6M | $177,558 | $321,725 |
| 2023 | 106 | $4.7M | $163,518 | $284,044 |
| 2022 | 116 | $3.5M | $156,073 | $260,925 |
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 |
|---|---|---|---|---|
| CLH CPAS, LLC | Auditor | — | — | $0 |
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 | $365,153 | — | $650 | — | — |
| 2023 | $156,013 | — | $675 | — | — |
| 2022 | $450 | — | $450 | — | — |