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Original filing (PDF)20251015135032NAL0002396915001
YODER FORD, INC. DBA HACIENDA FORD
Form 5500
FILING_RECEIVED
HACIENDA FORD INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
~112 bps in Sched C feesNo recordkeeper disclosed
Active participants
389
Accounts w/ balance
408
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
How this plan invests
This plan
10 collective trusts
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 (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 112 bps in Schedule C fees — 116% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YODER FORD, INC. DBA HACIENDA FORD.
Plan sponsor
Name
YODER FORD, INC. DBA HACIENDA FORD
EIN
74-2606273
Address
3010 W. UNIVERSITY DRIVE · EDINBURG, TX · 785397074
Phone
(956) 383-1615
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
COLLIER, JOHNSON & WOODS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLLIER, JOHNSON & WOODS, P.C. | 74-2520265 | — | AUDITOR | $10K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $71K | — |
| WORLD INVESTMENT ADVISORS, LLC | 61-1758632 | — | SERVICE PROVIDER | $0 | — |
Investments
10 pooled funds· $6.6M(90% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MYCOMPASS IND MOD 2045 FD R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097334 / PN 480 | Common Collective Trust | $2.6M | 35.7% |
| MYCOMPASS IND MOD 2035 FD R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097333 / PN 479 | Common Collective Trust | $1.4M | 19.0% |
| MYCOMPASS IND MOD 2055 FD R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097335 / PN 481 | Common Collective Trust | $1.2M | 17.1% |
| MYCOMPASS IND MOD RET FD R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097331 / PN 477 | Common Collective Trust | $1.1M | 15.5% |
| MYCOMPASS IND MOD 2065 FD R GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271385 / PN 766 | Common Collective Trust | $169K | 2.3% |
| AB US LARGE CAP GROWTH W P1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116831 / PN 509 | Common Collective Trust | $48K | 0.7% |
| MYCOMPASS IND AGG 2025 FD R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097327 / PN 473 | Common Collective Trust | $0 | <0.1% |
| MYCOMPASS IND AGG 2035 FD R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097328 / PN 474 | Common Collective Trust | $0 | <0.1% |
| MYCOMPASS IND AGG RET FD R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097326 / PN 472 | Common Collective Trust | $0 | <0.1% |
| MYCOMPASS IND MOD 2025 FD R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097332 / PN 478 | Common Collective Trust | $0 | <0.1% |
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