Plan Snapshot
- Plan Sponsor: Ted Jones Ford, INC. Dba Ken Grody Ford
- Sponsor EIN: 330650067
- Sponsor Address: 6211 BEACH BLVD, BUENA PARK, CA, 90621
- Plan Type: 401(k)
- Total Participants: 452
- Total Assets: $13.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 452 | $13.1M | $0 | $1.6M |
| 2023 | 444 | $10.7M | $0 | $1.5M |
| 2022 | 429 | $8.1M | $0 | $1.5M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $141,394 | — | $141,394 |
| YOUNGER & COMPANY, CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $141,394
- Estimated Expense Ratio: 1.083% 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 | $3,383 | — | $3,383 | — | — |
| 2023 | $2,540 | — | $2,540 | — | — |
| 2022 | $2,929 | — | $2,929 | — | — |