# Sarat Ford Sales, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sarat-ford-sales-inc-401k-plan

> Sarat Ford Sales, INC.'s 401(k) plan: 93 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sarat Ford Sales, INC.

- **Sponsor EIN:** 042385735

- **Sponsor Address:** 245 SPRINGFIELD STREET, AGAWAM, MA, 01001

- **Plan Type:** 401(k)

- **Total Participants:** 93

- **Total Assets:** $13.1M

## 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|93|$13.1M|$83,106|$505,594|

| 2023|89|$10.9M|$81,109|$502,330|

| 2022|88|$8.6M|$74,766|$474,858|

## 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|

| COMPASS 360, LLC|RECORDKEEPER|$19,894|—|$19,894|

| THE AMERICAN AUDITORS GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE AMERICAN AUDITORS GROUP](https://planprovider.pro/provider/the-american-auditors-group-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $19,894

- **Estimated Expense Ratio:** 0.151% 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|$13,705|—|$13,705|—|—|

| 2023|$13,058|—|—|—|—|

| 2022|$12,141|—|—|—|$12,141|

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