How big is EIDE Ford Lincoln Mercury, Inc.'s plan?

EIDE Ford Lincoln Mercury, Inc.'s plan reported $11.6M in assets and 707 participants for 2024.

Original filing (PDF)20250930133511NAL0005518851001

EIDE Ford Lincoln Mercury, Inc.

Name: EIDE Ford Lincoln Mercury, Inc. — EIDE Ford Lincoln, Form 5500 (2024)
Creator: EIDE Ford Lincoln Mercury, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

EIDE Ford Lincoln Mercury, Inc. Salary Deferral 401(k) Profit Sharing Plan

401(k) retirement plan · EIDE Ford Lincoln Mercury, Inc.'s EIDE Ford Lincoln Mercury, Inc. Salary Deferral 401(k) Profit Sharing Plan held $11.6M in plan assets for 707 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Late participant contributions

Active participants

707

Accounts w/ balance

173

Plan assets (EOY)

$11.6M

Net assets (EOY)

$11.5M

People on this filing

Sheldon KAUK signed EIDE Ford Lincoln Mercury, Inc.'s 2024 Form 5500 as plan administrator.

Sheldon KAUK — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

EIDE Ford Lincoln Mercury, Inc.'s EIN is 45-0364160.

EIN 45-0364160

Plan number 001

Plan year 2024

ACK ID 20250930133511NAL0005518851001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for EIDE Ford Lincoln Mercury, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

EIDE Ford Lincoln Mercury, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EIDE FORD LINCOLN MERCURY, INC..

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 54K (3% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).
Bottom-decile employer contributions per participant (10th percentile).

Plan sponsor

Name

EIDE FORD LINCOLN MERCURY, INC.

DBA

EIDE FORD LINCOLN

EIN

all filings

Address

800 E BISMARCK EXPRESSWAY · BISMARCK, ND · 58504

Phone

(701) 222-3500

Industry

Retail Trade

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

2025-09-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$10K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
BRADY, MARTZ & ASSOCIATES, P.C.	45-0310328	—	ACCOUNTANT/AUDITOR	$11K	—

Investments

29 direct securities· $11.6M(100% of reported assets)

Mutual Funds

$9.5M

19 holdings

Other securities

$1.1M

7 holdings

Common Collective Trusts

$1.0M

3 holdings

					% of plan
Fidelity Freedom 2030 Fund Mutual fund	Mutual Funds	—	—	$2.0M	17.5%
Fidelity Freedom 2040 Fund Mutual fund	Mutual Funds	—	—	$1.4M	12.0%
Fidelity Freedom 2035 Fund Mutual fund	Mutual Funds	—	—	$1.1M	9.1%
Fidelity Freedom 2045 Fund Mutual fund	Mutual Funds	—	—	$997K	8.6%
Fidelity Freedom 2055 Fund Mutual fund	Mutual Funds	—	—	$810K	7.0%
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$787K	6.8%
Fidelity Freedom 2050 Fund Mutual fund	Mutual Funds	—	—	$461K	4.0%
Fidelity Blue Chip Growth Fund Mutual fund	Mutual Funds	—	—	$438K	3.8%
Fidelity Freedom 2025 Fund Mutual fund	Mutual Funds	—	—	$415K	3.6%
Fidelity Freedom 2060 Fund Mutual fund	Mutual Funds	—	—	$325K	2.8%
Harbor Capital Appreciation Fund Mutual fund	Other securities	—	—	$314K	2.7%
Fidelity Government Money Market Fund Mutual fund	Mutual Funds	—	—	$298K	2.6%
Loomis Small Cap Value Fund Mutual fund	Other securities	—	—	$250K	2.1%
Fidelity Total Bond Fund Mutual fund	Mutual Funds	—	—	$233K	2.0%
Fidelity Balanced Fund Mutual fund	Mutual Funds	—	—	$208K	1.8%
Fidelity International Discovery Fund Mutual fund	Mutual Funds	—	—	$181K	1.6%
Fidelity Stock Select Small Cap Fund Mutual fund	Mutual Funds	—	—	$174K	1.5%
Eaton Vance Income Fund Mutual fund	Other securities	—	—	$172K	1.5%
Fidelity Stock Select Large Cap Value Fund Mutual fund	Mutual Funds	—	—	$171K	1.5%
Fidelity Extended Market Index Fund Mutual fund	Common Collective Trusts	—	—	$141K	1.2%
Fidelity Freedom Inc K Mutual fund ** 303 * Fidelity Freedom 2015 Fund Mutual fund	Mutual Funds	—	—	$114K	1.0%
Fidelity Value Fund Mutual fund	Mutual Funds	—	—	$113K	1.0%
JH Enterprise I Mutual fund	Other securities	—	—	$101K	0.9%
Notes Receivable from Participants Promissory notes with interest -	Other securities	—	—	$96K	0.8%
Fidelity International Index Fund Mutual fund	Common Collective Trusts	—	—	$92K	0.8%
Fidelity Freedom 2065 Fund Mutual fund	Mutual Funds	—	—	$88K	0.8%
Cohen and Steers Real Estate Opportunities and Income Fund Mutual fund	Other securities	—	—	$70K	0.6%
American Century Sustainable Equity Fund Mutual fund	Other securities	—	—	$67K	0.6%
Fidelity Freedom 2020 Fund Mutual fund	Mutual Funds	—	—	$23K	0.2%