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Original filing (PDF)20250912102235NAL0000729219001
JACK DEMMER FORD, INC.
Form 5500
FILING_RECEIVED
JACK DEMMER FORD, INC. 401(K) PLAN
401(k) retirement plan
Active participants
208
Accounts w/ balance
253
Plan assets (EOY)
$24.1M
Net assets (EOY)
$24.1M
How this plan invests
This plan
38 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACK DEMMER FORD, INC..
Plan sponsor
Name
JACK DEMMER FORD, INC.
EIN
38-1559015
Address
37300 MICHIGAN AVENUE · WAYNE, MI · 48184
Phone
(734) 721-2600
Industry
Retail Tradesee 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
2025-09-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MRPR GROUP, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | RECORDKEEPER | $14K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMLIS | — | SPRINGFIELD, MA | BROKER/ADVISER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | INVESTMENT MGMT | $5K | — |
Investments
18 direct securities · 38 pooled funds· $27.0M(100% 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.
Uncategorized
$16.8M
18 holdings
Common Collective Trust
$5.3M
12 holdings
Pooled Separate Account
$4.9M
26 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Annuity Insurance Company Guaranteed Investment Contract | — | — | — | $3.3M | 13.8% | |
| Empower Annuity Insurance Company Core Plus Bond / PGIM Fund | — | — | — | $3.2M | 13.4% | |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSRUANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $3.1M | 13.0% | |
| MassMutual Ascend Life MM S&P 500® Index I | — | — | — | $2.7M | 11.3% | |
| Massachusetts Mutual Life Mass Mutual 40/60 Allocation I | — | — | — | $1.6M | 6.8% | |
| GREAT GRAY TRUST AMERICAN FUNDS 20 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $1.4M | 5.9% | |
| Thornburg Investment Management Thornburg International Value R6 | — | — | — | $1.3M | 5.3% | |
| Massachusetts Mutual Life Mass Mutual 60/40 Allocation I | — | — | — | $1.2M | 4.8% | |
| LARGE CAP VALUE I (MANAGED BY JP MO EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 129 | Pooled Separate Account | — | — | $1.1M | 4.5% | |
| GREAT GRAY TRUST AMERICAN FUNDS 20 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $946K | 3.9% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $855K | 3.5% | |
| Capital Group American Funds Growth Fund of America R6 | — | — | — | $792K | 3.3% | |
| LARGE CAP GROWTH/JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $642K | 2.7% | |
| Victory Capital Management Victory Sycamore Small Company Opp R6 | — | — | — | $554K | 2.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $497K | 2.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $397K | 1.6% | |
| Morgan Stanley Investment Management Eaton Vance Floating-Rate & High Income R6 | — | — | — | $352K | 1.5% | |
| J.P. Morgan Mutual Fund Investment Trust JP Morgan Mid Cap Value R6 | — | — | — | $335K | 1.4% | |
| Massachusetts Mutual Life Mass Mutual Mid Cap Growth I | — | — | — | $319K | 1.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $299K | 1.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $284K | 1.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $266K | 1.1% | |
| Massachusetts Mutual Life Mass Mutual 80/20 Allocation I | — | — | — | $253K | 1.1% | |
| Capital Group American Funds New World R6 | — | — | — | $204K | 0.8% | |
| Massachusetts Mutual Life Mass Mutual Small Cap Growth Equity I | — | — | — | $202K | 0.8% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $184K | 0.8% | |
| Baron Capital Group Baron Growth R6 | — | — | — | $167K | 0.7% | |
| Massachusetts Mutual Life Mass Mutual Select TRP Retirement Bal I | — | — | — | $162K | 0.7% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $112K | 0.5% | |
| Massachusetts Mutual Life Mass Mutual 20/80 Allocation I | — | — | — | $71K | 0.3% | |
| Massachusetts Financial Services MFS International New Discovery R6 | — | — | — | $50K | 0.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $18K | <0.1% | |
| MM SANDP 500 INDEX ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| EATON VANCE FLOATING-RATE AND HI IN EATON VANCE · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL 80/20 ALLOCATION ADMIN MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| THORNBURG INTERNATIONAL EQUITY R5 THORNBURG · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VICTORY SYCAMORE SMALL COMPANY OPP VICTORY CAPITAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RETIREMENT BA EMPOWER ANNUITY INSRUANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL CORE BOND ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS NEW WORLD R3 AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL MID CAP GROWTH ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN FUNDS GROWTH FUND OF AMER AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS INTERNATIONAL NEW DISCOVERY A MFS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL 20/80 ALLOCATION ADMIN MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN MID CAP VALUE A JPMORGAN · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL GROWTH OPPS ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BARON GROWTH RETAIL BARON CAPITAL GROUP, INC. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL 40/60 ALLOCATION ADMIN MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL 60/40 ALLOCATION MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SMALL CAP GR EQ ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |