# West Herr Ford, INC. 401(k) Plan
Source: https://planprovider.pro/companies/west-herr-ford-inc-401k-plan

> West Herr Ford, INC.'s 401(k) plan: 3,152 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** West Herr Ford, INC.

- **Sponsor EIN:** 160738496

- **Sponsor Address:** 3448 MCKINLEY PARKWAY, BLASDELL, NY, 14219

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

- **Total Participants:** 3,152

- **Total Assets:** $176.7M

## 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|3,152|$176.7M|$1.8M|$13.6M|

| 2023|2,800|$154.7M|$1.8M|$12.8M|

| 2022|2,421|$127.3M|$1.6M|$11.7M|

## 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|

| SANDHILL INVESTMENT MANAGEMENT|ADVISOR|$180,387|—|$180,387|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$22,421|—|$22,421|

| JEFFREY L OFFHAUS CPA LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [JEFFREY L OFFHAUS CPA LLC](https://planprovider.pro/provider/jeffrey-l-offhaus-cpa-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $202,808

- **Estimated Expense Ratio:** 0.115% 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|$202,808|$180,387|$300|—|—|

| 2023|$200,155|$164,146|—|$12,800|—|

| 2022|$201,642|$157,991|$30,747|—|$8,622|

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