# Walnut Creek Ford, INC. 401(k) Plan
Source: https://planprovider.pro/companies/walnut-creek-ford-inc-401k-plan

> Walnut Creek Ford, INC.'s 401(k) plan: 326 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Walnut Creek Ford, INC.

- **Sponsor EIN:** 680193997

- **Sponsor Address:** 1800 NORTH MAIN STREET, WALNUT CREEK, CA, 94596

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

- **Total Participants:** 326

- **Total Assets:** $23.7M

## 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:** Yes

## Plan Financials by Year

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

| 2024|326|$23.7M|$274,120|$1.6M|

| 2023|316|$20.2M|$243,660|$1.4M|

| 2022|314|$18.0M|$235,069|$1.4M|

## 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|

| GLOBAL RETIREMENT PARTNERS|NONE|$35,165|—|$35,165|

| ASCENSUS LLC|NONE|$19,241|—|$19,241|

| FRANK, RIMERMAN & CO. LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FRANK, RIMERMAN & CO. LLP](https://planprovider.pro/provider/frank-rimerman-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $54,406

- **Estimated Expense Ratio:** 0.229% 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|$59,381|$35,165|$24,216|—|—|

| 2023|$60,367|$27,572|$9,773|$23,022|—|

| 2022|$35,229|$26,679|$8,550|—|—|

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