Plan Ledger DOL Form 5500 · updated monthly

Jordan Ford, LTD401(k)

JORDAN FORD EMPLOYEE SAVINGS PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.73%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Jordan Ford, LTD reported $65,743 in plan administrative expenses for 2024: 0.73% of average plan assets, above the peer median. Employer contributions averaged $142 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.83% to 0.73%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (3,139th of 5,688), and 2,741st of 5,215 in retail trade. In 2024, employees put in $16.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,461,294
Participants with balances92
Active participants178
Employer contributions$25,327
Employee contributions$406,054
Employer contribution per active participant$142
Average account balance$102,840
Benefits paid to participants$673,988
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.5M · 92 accts · $25K emplr
2023$8.5M · 106 accts · $13K emplr
2022$7.3M · 105 accts · $18K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,296
Investment management$2,647
Total administrative$65,743
The Jordan Ford, LTD 401(k) match · 2024
Employer contribution per active participant$142
Median for plans this size$1,313
2024$142 per active participant
2023$69 per active participant
2022$102 per active participant

Jordan Ford, LTD's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
WORLD INVESTMENT ADVISORS LLC · Investment advisory (participants)indirect comp
ALLIANCE BENEFIT GROUP OF HOUSTON · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$65,743 · 0.73%
2023$60,724 · 0.77%
2022$66,449 · 0.83%
Same employer
Similar plansRetail Trade · Texas
Bob Tomes Ford, Inc. 2 TX$9.6M · 0.32%
Robbins Chevrolet Company TX$9.5M · 0.03%
Tri-Supply LLC TX$9.4M · 0.48%
Alamo City Motors Inc TX$9.3M · 0.08%
McCourt Equipment TX$9.3M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741042175 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.