· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BOB FERRANDO FORD LINCOLN MERCURY — BOB FERRANDO FORD SAVINGS AND RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250627134818NAL0014194656001
BOB FERRANDO FORD LINCOLN MERCURY
Form 5500-SF
FILING_RECEIVED
BOB FERRANDO FORD SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Active participants
35
Accounts w/ balance
23
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BOB FERRANDO FORD LINCOLN MERCURY
.
Find decision makers
Plan sponsor
Name
BOB FERRANDO FORD LINCOLN MERCURY
EIN
25-1382297
Address
U.S. ROUTE 20 · P.O. BOX 152 · GIRARD, PA · 16417
Phone
(814) 774-5678
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
COOK COUNTY FORD INC.
COOK COUNTY FORD 401(K) PROFIT SHARING PLAN
$3.2M · 17 participants
BLADE CHEVROLET, LLC
BLADE CHEVROLET, LLC EMPLOYEES RETIREMENT SAVINGS PLAN
$3.2M · 62 participants
BERGEN AUTO ENTERPRISES, LLC
AUTOMOTIVE EMPLOYEE 401(K) PLAN
$3.2M · 244 participants
JIMMY GRAY CHEVROLET, INC.
JIMMY GRAY CHEVROLET 401(K) PLAN
$3.2M · 49 participants
TADD JENKINS CHEVROLET
TADD JENKINS CHEVROLET 401(K) PLAN
$3.2M · 77 participants
80
Knocking points off
66% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
DAN PORTER MOTORS INC
DAN PORTER MOTORS 401(K) PLAN
$3.2M · 31 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B