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Original filing (PDF)20251015075954NAL0008595538001
BRUCE WALTERS FORD SALES, INC.
Form 5500
FILING_RECEIVED
WALTERS CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
165
Accounts w/ balance
173
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
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 "Nationwide Trust Company, FSB Cash #" is 100% of plan.
Helping the score
- Below-peer total fees (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRUCE WALTERS FORD SALES, INC..
Plan sponsor
Name
BRUCE WALTERS FORD SALES, INC.
EIN
61-0945677
Address
302 SOUTH MAYO TRAIL · PIKEVILLE, KY · 41501
Phone
(606) 437-9641
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)
Auditor
BRADY WARE & SCHOENFELD, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE INSURANCE | 31-4156830 | — | TRUST RECORDKEEPER | $1K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | — | FAIRFIELD, IA | INVESTMENT ADVISOR | $0 | — |
| TBS AGENCY | — | FAIRFIELD, IA | INVESTMENT ADVISOR | $0 | — |
Investments
1 direct security· $9.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nationwide Trust Company, FSB Cash # | — | — | — | $9.2M | 99.8% |