Plan Snapshot
- Plan Sponsor: Woody Anderson Ford
- Sponsor EIN: 630367773
- Sponsor Address: 2500 JORDAN LANE, HUNTSVILLE, AL, 35816
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $8.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 141 | $8.9M | $358,426 | $553,789 |
| 2023 | 139 | $7.3M | $370,404 | $537,634 |
| 2022 | 135 | $5.4M | $304,505 | $456,506 |
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 |
|---|---|---|---|---|
| HENDERSON, HUTCHERSON, MCCULLOUGH P | Auditor | — | — | $0 |
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 | $5,905 | $1,255 | $3,700 | — | — |
| 2023 | $4,272 | $522 | $2,000 | — | — |
| 2022 | $2,592 | — | — | — | $2,592 |