Original filing (PDF)20251015135312NAL0009574434001

BOZARD FORD COMPANY

Name: BOZARD FORD COMPANY — BOZARD FORD COMPANY EMPLOYEES' 401(K) SAVINGS & PROTECTION PLAN, Form 5500 (2024)
Creator: BOZARD FORD COMPANY

Form 5500

FILING_RECEIVED

BOZARD FORD COMPANY EMPLOYEES' 401(K) SAVINGS & PROTECTION PLAN

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

373

Accounts w/ balance

169

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

How this plan invests

This plan

1 collective trust

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

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOZARD FORD COMPANY.

Plan sponsor

Name

BOZARD FORD COMPANY

EIN

59-1741580

Address

540 OUTLET MALL BLVD. · ST. AUGUSTINE, FL · 32084

Phone

(904) 824-1641

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

2025-10-15

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$1K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
RETIREMENT SOLUTIONS SPECIALISTS	27-0293282	JACKSONVILLE, FL	CONTRACT ADMIN	$4K	—

Investments

1 pooled fund· $7.6M(96% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000	Pooled Separate Account	$7.6M	96.5%

1–1 of 1

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