Plan Ledger DOL Form 5500 · updated monthly

Yoder Ford, Inc. dba Hacienda Ford401(k)

HACIENDA FORD INC. 401(K) PLAN · EDINBURG, TX · plan year 2024

Reported admin expense ratio · 2024
1.19%

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

Yoder Ford, Inc. dba Hacienda Ford reported $82,136 in plan administrative expenses for 2024: 1.19% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,072 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 rose from 0.79% to 1.19%. 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 (3,546th of 5,688), and 3,206th of 5,215 in retail trade. In 2024, employees put in $2.24 for every $1.00 the employer contributed; active participation has grown from 290 to 389 since 2022.

Plan summary
Net assets, end of year$7,283,108
Participants with balances408
Active participants389
Employer contributions$416,990
Employee contributions$933,592
Employer contribution per active participant$1,072
Average account balance$17,851
Benefits paid to participants$1,403,428
Plan auditUnmodified (clean) audit opinion
AuditorCOLLIER, JOHNSON & WOODS P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$7.3M · 408 accts · $417K emplr
2023$6.6M · 556 accts · $403K emplr
2022$4.7M · 491 accts · $331K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,558
Investment management$728
Total administrative$82,136
The Yoder Ford, Inc. dba Hacienda Ford 401(k) match · 2024
Employer contribution per active participant$1,072
Median for plans this size$1,313
2024$1,072 per active participant
2023$1,236 per active participant
2022$1,142 per active participant

Yoder Ford, Inc. dba Hacienda Ford's 2024 employer contribution ran below the $1,313 median for plans its size. 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 · 20243
COLLIER, JOHNSON & WOODS, P.C. · Accounting / audit$10,250
WORLD INVESTMENT ADVISORS, LLCindirect 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$82,136 · 1.19%
2023$44,970 · 0.80%
2022$37,705 · 0.79%
Same employer
Similar plansRetail Trade · Texas
Hiley Cars Hurst L.P. TX$7.4M · 1.10%
Woodson Wholesale, Inc. TX$7.4M · 0.38%
Lashop Co. LLC TX$7.4M · 0.71%
Lacks Valley Stores, LTD. TX$7.2M · 1.12%
Kendrick Oil Company TX$7.2M · 0.07%
Mossy Nissan (Tx), Inc. TX$7.1M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742606273 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.