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Original filing (PDF)20251010071405NAL0007750225001
BARTOW FORD CO.
Form 5500
FILING_RECEIVED
BARTOW FORD CO. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
324
Accounts w/ balance
317
Plan assets (EOY)
$15.8M
Net assets (EOY)
$15.8M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "GALLIARD STABLE RETURN FUND CORE" is 100% of plan.
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARTOW FORD CO..
Plan sponsor
Name
BARTOW FORD CO.
EIN
59-0687878
Address
P.O. BOX 1700 · BARTOW, FL · 338311700
Phone
(863) 533-0425
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2S · Automatic enrollment
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
BRIMMER, BUREK & KEELAN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $26K | — |
Investments
1 direct security · 1 pooled fund· $2.5M(16% 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
$1.3M
1 holding
Common Collective Trust
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GALLIARD STABLE RETURN FUND CORE | — | — | $1.4M | $1.3M | 7.9% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.3M | 7.9% |
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