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Original filing (PDF)20251014134037NAL0003053521001
BEAU TOWNSEND FORD, INC.
Form 5500
FILING_RECEIVED
BEAU TOWNSEND FORD, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
26% in single holding7 service providers
Active participants
252
Accounts w/ balance
106
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
10 pooled trusts
Schedule D
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "[DFE: AMERICAN CENTURY RETIREMENT DATE HYBRID 2030 TRUST (extraction pending)]" is 26% of plan.
- Only 42% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEAU TOWNSEND FORD, INC..
Plan sponsor
Name
BEAU TOWNSEND FORD, INC.
EIN
31-0876107
Address
1020 WEST NATIONAL RD. · P.O. BOX 5053 · VANDALIA, OH · 453770244
Phone
(937) 898-5841
Industry
Retail Tradesee all
Plan administrator
Name
BEAU TOWNSEND FORD, INC.
EIN
31-0876107
City
VANDALIA, OH
Phone
(937) 264-2120
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BARDON & BRACKMAN CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $2K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | — | COLUMBUS, OH | INVESTMENT ADVISOR | $15K | — |
| EDWARD D JONES & CO LP | — | ST LOUIS, MO | INVESTMENT ADVISOR | $8K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRINITY PENSION CONSULTANTS | — | AKRON, OH | CONTRACT ADMIN | $12K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INC | — | CHICAGO, IL | OTHER | $922 | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $95 | — |
Investments
10 pooled funds· $7.8M(85% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $2.1M | 22.4% | |
| AMERICAN CENTURY RD HYBRID IN RET C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $1.9M | 21.2% | |
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $1.6M | 17.4% | |
| AMERICAN CENTURY RD HYBRID 2025 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $643K | 7.0% | |
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $475K | 5.2% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $448K | 4.9% | |
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $419K | 4.6% | |
| AMERICAN CENTURY RD HYBRID 2065 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $97K | 1.1% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $94K | 1.0% | |
| AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $71K | 0.8% |