Original filing (PDF)20250620083024NAL0005446128001

MATHEWS FORD MARION, INC.

Name: MATHEWS FORD MARION, INC. — MATHEWS FORD MARION, INC. PENSION PLAN, Form 5500 (2024)
Creator: MATHEWS FORD MARION, INC.

Form 5500-SF

FILING_RECEIVED

MATHEWS FORD MARION, INC. PENSION PLAN

Defined-contribution retirement plan

Active participants

101

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATHEWS FORD MARION, INC..

Plan sponsor

Name

MATHEWS FORD MARION, INC.

EIN

31-0644251

Address

1155 DELAWARE AVE · MARLON, OH · 43302

Phone

(740) 387-3673

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-20

Pension benefit codes

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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