Original filing (PDF)20251118101358NAL0006217282001

JIM BASS FORD, INC.

Name: JIM BASS FORD, INC. — JIM BASS FORD, INC. 401(K) PLAN, Form 5500 (2024)
Creator: JIM BASS FORD, INC.

Form 5500

FILING_RECEIVED

JIM BASS FORD, INC. 401(K) PLAN

401(k) retirement plan

Signals · 2

Late filing · 0.1 moLate participant contributions

Active participants

158

Accounts w/ balance

187

Plan assets (EOY)

$12.1M

Net assets (EOY)

$12.1M

How this plan invests

This plan

39 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

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

100

Knocking points off

Filed 0.1 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 9K (1% of contributions).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JIM BASS FORD, INC..

Plan sponsor

Name

JIM BASS FORD, INC.

EIN

75-1099335

Address

BOX 3488 · SAN ANGELO, TX · 76901

Phone

(325) 949-4621

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

2025-11-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

WALTERS & ASSOCIATES, CPAS

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$75	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$8K	—

Investments

39 direct securities· $11.4M(94% of reported assets)

Other securities

$10.2M

36 holdings

Cash / Money Market

$1.0M

1 holding

Common Stock

$153K

2 holdings

					% of plan
FID Govt Mmkt Money market fund	Cash / Money Market	—	—	$1.0M	8.6%
FID Contrafund Mutual fund	Other securities	—	—	$829K	6.8%
FID Invst Gr Bd Mutual fund	Other securities	—	—	$750K	6.2%
FID Freedom 2030 K Mutual fund	Other securities	—	—	$726K	6.0%
FID Growth Company Mutual fund	Other securities	—	—	$618K	5.1%
FID Blue Chip Gr Mutual fund	Other securities	—	—	$613K	5.0%
FID Freedom 2040 K Mutual fund	Other securities	—	—	$601K	4.9%
FID Freedom 2020 K Mutual fund	Other securities	—	—	$591K	4.9%
FID Freedom 2055 K Mutual fund	Other securities	—	—	$570K	4.7%
FID Freedom 2050 K Mutual fund	Other securities	—	—	$565K	4.6%
FID Diversified Intl Mutual fund	Other securities	—	—	$523K	4.3%
FID Overseas Mutual fund	Other securities	—	—	$486K	4.0%
FID Dividend Gr Mutual fund	Other securities	—	—	$456K	3.8%
FID Focused Stock Mutual fund	Other securities	—	—	$428K	3.5%
FID Eq Div Income Mutual fund	Other securities	—	—	$408K	3.4%
FID Intermed Bond Mutual fund	Other securities	—	—	$395K	3.2%
FID Large Cap Stock Mutual fund	Other securities	—	—	$176K	1.4%
FID Total Mkt Idx Mutual fund	Other securities	—	—	$160K	1.3%
FID Freedom 2025 K Mutual fund	Other securities	—	—	$157K	1.3%
FID Sm Cap Discovery Mutual fund	Other securities	—	—	$148K	1.2%
FID Low Priced Stk Mutual fund	Other securities	—	—	$147K	1.2%
FID Mid Cap Stock Mutual fund	Other securities	—	—	$137K	1.1%
FID Freedom 2045 K Mutual fund	Other securities	—	—	$132K	1.1%
FID Equity Inc Mutual fund	Common Stock	—	—	$126K	1.0%
FID Freedom 2060 K Mutual fund	Other securities	—	—	$117K	1.0%
FID Extd Mkt Idx Mutual fund	Other securities	—	—	$81K	0.7%
FID Value Mutual fund	Other securities	—	—	$79K	0.6%
FID Value Strat Mutual fund	Other securities	—	—	$76K	0.6%
FID Freedom 2065 K Mutual fund	Other securities	—	—	$56K	0.5%
FID Small Cap Value Mutual fund	Other securities	—	—	$47K	0.4%
FID Freedom 2035 K Mutual fund	Other securities	—	—	$43K	0.4%
FID Real Estate Invs Mutual fund	Other securities	—	—	$29K	0.2%
FID Freedom Inc K Mutual fund	Common Stock	—	—	$27K	0.2%
FID Fidelity Fund Mutual fund	Other securities	—	—	$23K	0.2%
FID Growth Strat Mutual fund	Other securities	—	—	$18K	0.1%
FID Freedom 2015 K Mutual fund	Other securities	—	—	$14K	0.1%
FID Freedom 2010 K Mutual fund	Other securities	—	—	$2K	<0.1%
FID Puritan Mutual fund	Other securities	—	—	$1K	<0.1%
FID Freedom 2070 K Mutual fund	Other securities	—	—	$1K	<0.1%