Original filing (PDF)20251031163115NAL0007837490001

E.M. FORD & COMPANY LLC

Name: E.M. FORD & COMPANY LLC — E M FORD & COMPANY 401K RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: E.M. FORD & COMPANY LLC

Form 5500-SF

FILING_RECEIVED

E M FORD & COMPANY 401K RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.4M

Net assets (EOY)

$9.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E.M. FORD & COMPANY LLC.

Plan sponsor

Name

E.M. FORD & COMPANY LLC

EIN

61-1337932

Address

600 FREDERICA STREET · OWENSBORO, KY · 42301

Phone

(270) 926-2806

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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