Back to filter
Original filing (PDF)20250701095850NAL0012568881001
LIBERTY FORD, INC.
Form 5500-SF
FILING_RECEIVED
RUSTY WALLACE FORD 401(K) PLAN
401(k) retirement plan
Active participants
32
Accounts w/ balance
21
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
86
/ 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
75
Vendor stack
100
Participation health
80
Knocking points off
- 66% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIBERTY FORD, INC..
Plan sponsor
Name
LIBERTY FORD, INC.
DBA
RUSTY WALLACE FORD
EIN
62-1247830
Address
134 SHARON DRIVE · DANDRIDGE, TN · 37725
Phone
(423) 623-6138
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
2025-07-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Retail Trade plans
VICTORY FORD, INC.
VICTORY FORD 401(K) PLAN
$2.2M · 72 participants
MAQUOIT BAY MOTORS DBA RIPLEY AND F
MAQUOIT BAY MOTORS DBA RIPLEY AND FLETCHER FORD 401(K) PLAN
$2.2M · 45 participants
BILLINGSLEY FORD, INC.
BILLINGSLEY FORD, INC. 401(K) PLAN
$2.2M · 41 participants
ALFRED MATTHEWS, INC.
ALFRED MATTHEWS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2
$2.2M · 72 participants
NEWINS BAY SHORE FORD INC.
NEWINS BAY SHORE FORD INC. PENSION PLAN
$2.2M · 21 participants
BLUE RIBBON CHEVROLET, INC.
BLUE RIBBON AUTO GROUP 401(K) PLAN
$2.2M · 45 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B