What public Form 5500 filings show about the Santa Margarita Ford 401(k) plan — and how to find and check your own account.
Santa Margarita Ford (EIN 95-4019104) reports SANTA MARGARITA FORD 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $15.8M in plan assets across 175 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Santa Margarita Ford filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is SENTRY LIFE INSURANCE, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Santa Margarita Ford 401(k).
