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Original filing (PDF)20251013124333NAL0000613283001
FRIENDLY FORD
Form 5500
FILING_RECEIVED
FRIENDLY FORD 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
489
Accounts w/ balance
394
Plan assets (EOY)
$20.2M
Net assets (EOY)
$20.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
13 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRIENDLY FORD.
Plan sponsor
Name
FRIENDLY FORD
EIN
88-0108603
Address
660 N DECATUR BLVD · LAS VEGAS, NV · 891071918
Phone
(702) 870-7221
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
2025-10-13
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ROGERS, CLEM & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $35K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROWN & BROWN INSURANCE OF NEVADA | 88-0480358 | — | ADVISOR | $36K | — |
Investments
13 direct securities · 2 pooled funds· $3.0M(15% 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.
Uncategorized
$1.5M
13 holdings
Common Collective Trust
$1.3M
1 holding
Pooled Separate Account
$215K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.3M | 6.4% | |
| MORLEY INCOME FUND III | — | — | — | $350K | 1.7% | |
| [DFE: PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT (extraction pending)] | — | — | — | $215K | 1.1% | |
| PRIN U.S. PROPERTY SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $215K | 1.1% | |
| MORLEY INCOME FUND I | — | — | — | $202K | 1.0% | |
| MORLEY STABLE INCOME BOND FUND | — | — | — | $182K | 0.9% | |
| MORLEY INCOME FUND IV | — | — | — | $114K | 0.6% | |
| SIA-B41 (MORLEY STABLE VALUE FUND S | — | — | — | $109K | 0.5% | |
| PRUDENTIAL CORE INTERMEDIATE BOND F | — | — | — | $98K | 0.5% | |
| PSA NO. 45-004 (SEPARATE ACCOUNT 45 | — | — | — | $93K | 0.5% | |
| GOVERNMENT SHORT TERM INVESTMENT FD | — | — | — | $47K | 0.2% | |
| ACTIVELY MANAGED FUND | — | — | — | $45K | 0.2% | |
| SIA-B45 (MORLEY INTERM STABLE VALUE | — | — | — | $38K | 0.2% | |
| MORLEY INCOME FUND II | — | — | — | $24K | 0.1% | |
| PRUDENTIAL CORE CONSERVATIVE INT BD | — | — | — | $0 | <0.1% |