# Swanson-Fahrney Ford Sales, INC. DC Plan
Source: https://planprovider.pro/companies/swanson-fahrney-ford-sales-inc-plan

> Swanson-Fahrney Ford Sales, INC.'s DC plan: 213 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Swanson-Fahrney Ford Sales, INC.

- **Sponsor EIN:** 942188636

- **Sponsor Address:** 3480 FLORAL AVENUE, SELMA, CA, 93662

- **Plan Type:** DC

- **Total Participants:** 213

- **Total Assets:** $10.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|213|$10.6M|$134,514|$517,713|

| 2023|174|$8.9M|$75,146|$504,447|

| 2022|154|$7.3M|$67,625|$508,389|

## 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|

| DEL CARLO FINANCIAL|ADVISOR|$19,645|—|$19,645|

| NEXUS ADMINISTRATORS INC|CONTRACT ADMINISTRATOR|$12,398|—|$12,398|

| PCS RETIREMENT|RECORDKEEPER|$10,676|—|$10,676|

| FINCH ROWLAND SHOOPMAN|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PCS RETIREMENT](https://planprovider.pro/provider/pcs-retirement-llc) — RECORDKEEPER

- [FINCH ROWLAND SHOOPMAN](https://planprovider.pro/provider/finch-rowland-and-shoopman-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $42,719

- **Estimated Expense Ratio:** 0.404% 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|$72,843|$49,769|$12,398|—|—|

| 2023|$43,227|$30,788|$2,685|—|—|

| 2022|$45,570|$45,570|—|—|—|

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