Plan Snapshot
- Plan Sponsor: Town & Country Ford, LLC
- Sponsor EIN: 610710439
- Sponsor Address: 6015 PRESTON HWY, LOUISVILLE, KY, 402191317
- Plan Type: 401(k)
- Total Participants: 241
- Total Assets: $6.1M
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 | 241 | $6.1M | $100,066 | $615,697 |
| 2023 | 236 | $5.8M | $100,937 | $614,065 |
| 2022 | 242 | $6.7M | $110,017 | $668,473 |
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 |
|---|---|---|---|---|
| MATHER & CO. CPAS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MATHER & CO. CPAS, LLC — 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 | $30,916 | — | $30,916 | — | — |
| 2023 | $30,843 | — | $30,843 | — | — |
| 2022 | $36,541 | — | $36,541 | — | — |