# Ted Jones Ford, INC. Dba Ken Grody Ford 401(k) Plan
Source: https://planprovider.pro/companies/ted-jones-ford-inc-dba-ken-grody-ford-401k-plan

> Ted Jones Ford, INC. Dba Ken Grody Ford's 401(k) plan: 452 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|—|—|

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