Back to filter
Original filing (PDF)20250904132021NAL0016164657001
HAIDLEN FORD INC
Form 5500-SF
FILING_RECEIVED
HAIDLEN FORD, INC. 401(K) PLAN
401(k) retirement plan
Active participants
56
Accounts w/ balance
21
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
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
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 38% as many balances as active participants — suggests many active employees aren't deferring.
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 HAIDLEN FORD INC.
Plan sponsor
Name
HAIDLEN FORD INC
EIN
94-1595607
Address
1355 EAST F STREET · OAKDALE, CA · 95361
Phone
(209) 847-0356
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
2025-09-04
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
—
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
WEST METRO BUICK GMC, INC.
WEST METRO BUICK GMC 401(K) PLAN
$2.1M · 35 participants
PAGE AUTOMOTIVE, INC. DBA HONDA OF BLOOMFIELD
PAGE AUTOMOTIVE, INC. DBA HONDA OF BLOOMFIELD 401(K) PLAN
$2.1M · 56 participants
PULLEY AUTOMOTIVE OPERATIONS, LLC
PULLEY OPERATIONS 401(K) PROFIT SHARING PLAN
$2.1M · 240 participants
UTAH AUTOMOBILE DEALERS ASSOCIATION
UTAH AUTOMOBILE DEALERS ASSOCIATION INSURANCE TRUST
$2.1M · 619 participants
HASTINGS FORD, INC.
HASTINGS FORD, INC. 401(K) PLAN
$2.1M · 37 participants
LENOIR CITY FORD MERCURY, INC.
LENOIR CITY FORD MERCURY 401(K) PLAN
$2.1M · 38 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B