Plan Snapshot
- Plan Sponsor: The Ford Store Morgan Hill
- Sponsor EIN: 050610121
- Sponsor Address: 17045 CONDIT ROAD, MORGAN HILL, CA, 95037
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $3.2M
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 | 99 | $3.2M | $0 | $584,513 |
| 2023 | 103 | $2.6M | $0 | $548,393 |
| 2022 | 100 | $2.0M | $0 | $469,032 |
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 |
|---|---|---|---|---|
| POMARES & CO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- POMARES & CO LLP — Auditor
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 | $28,769 | $15,984 | — | — | — |
| 2023 | $23,342 | $12,775 | — | — | — |
| 2022 | $20,457 | — | $20,457 | — | — |