# Van Bortel Ford, INC. 401(k) Plan
Source: https://planprovider.pro/companies/van-bortel-ford-inc-401k-plan

> Van Bortel Ford, INC.'s 401(k) plan: 164 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Van Bortel Ford, INC.

- **Sponsor EIN:** 161609363

- **Sponsor Address:** 71 MARSH ROAD, EAST ROCHESTER, NY, 14445

- **Plan Type:** 401(k)

- **Total Participants:** 164

- **Total Assets:** $6.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|164|$6.1M|$50,366|$467,774|

| 2023|156|$6.0M|$49,564|$453,260|

| 2022|156|$5.4M|$40,373|$399,353|

## 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|

| CANANDAIGUA NATIONAL BANK & TRUST|NONE|$26,151|—|$26,151|

| BOWERS & COMPANY CPAS PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BOWERS & COMPANY CPAS PLLC](https://planprovider.pro/provider/bowers-and-company-cpas-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $26,151

- **Estimated Expense Ratio:** 0.431% 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|$26,151|—|—|—|—|

| 2023|$23,619|—|—|—|—|

| 2022|$25,632|—|—|—|—|

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