Original filing (PDF)20250106091008NAL0007793793001

Ford Storage and Moving Company

Name: Ford Storage and Moving Company — Ford Storage and, Form 5500 (2023)
Creator: Ford Storage and Moving Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Ford Storage and Moving Company 401(k) Profit Sharing Plan

401(k) retirement plan · Ford Storage and Moving Company's Ford Storage and Moving Company 401(k) Profit Sharing Plan held $2.0M in plan assets for 159 participants in 2023, with Empower as recordkeeper.

Signals · 2

Late participant contributions~308 bps in Sched C fees

Active participants

159

Accounts w/ balance

149

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

How this plan invests

This plan

9 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

100

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 76K (25% of contributions).

Helping the score

Below-peer total plan cost (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORD STORAGE AND MOVING COMPANY.

Plan sponsor

Name

FORD STORAGE AND MOVING COMPANY

EIN

47-0362786all filings

Address

10364 SOUTH 136TH STREET · OMAHA, NE · 68138

Phone

(402) 592-5455

Industry

Transportation & Warehousing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-01-06

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$16K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$229	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

9 pooled funds· $960K(48% 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.

			% of plan
PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268	Common Collective Trust	$190K	9.5%
PUTNAM RETIREMENT ADVANTAGE 2025 V PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263	Common Collective Trust	$158K	7.9%
PUTNAM RETIREMENT ADVANTAGE 2055 V PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275	Common Collective Trust	$142K	7.1%
PUTNAM RETIREMENT ADVANTAGE 2030 V PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262	Common Collective Trust	$116K	5.8%
PUTNAM RETIREMENT ADVANTAGE 2050 V PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258	Common Collective Trust	$116K	5.8%
PUTNAM RETIREMENT ADVANTAGE 2040 V PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260	Common Collective Trust	$74K	3.7%
PUTNAM RETIREMENT ADVANTAGE 2035 V PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261	Common Collective Trust	$66K	3.3%
PUTNAM RETIREMENT ADVANTAGE 2045 V PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259	Common Collective Trust	$56K	2.8%
PUTNAM RETIREMENT ADVANTAGE 2060 V PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273	Common Collective Trust	$43K	2.1%