How big is Jim Burke Ford's plan?

Jim Burke Ford's plan reported $28.8M in assets and 290 participants for 2024.

Original filing (PDF)20251003182550NAL0004054898001

Jim Burke Ford

Name: Jim Burke Ford — Jim Burke Ford 401(k) Plan, Form 5500 (2024)
Creator: Jim Burke Ford
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Jim Burke Ford 401(k) Plan

401(k) retirement plan · Jim Burke Ford's Jim Burke Ford 401(k) Plan held $28.8M in plan assets for 290 participants in 2024, with Fidelity as recordkeeper.

Active participants

290

Accounts w/ balance

270

Plan assets (EOY)

$28.8M

Net assets (EOY)

$28.8M

People on this filing

Troy Fringer signed Jim Burke Ford's 2024 Form 5500 as plan administrator.

Troy Fringer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jim Burke Ford's EIN is 95-2275238.

EIN 95-2275238

Plan number 003

Plan year 2024

ACK ID 20251003182550NAL0004054898001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jim Burke Ford from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jim Burke Ford's plan includes a 401(k) feature, profit-sharing, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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

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How this plan invests

This plan

41 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Plan sponsor

Name

JIM BURKE FORD

EIN

all filings

Address

2001 OAK STREET · BAKERSFIELD, CA · 93301

Phone

(661) 328-3600

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2E · Profit-sharing

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$34K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWEDGE ADVISORS LLC	25-1443041	—	INVESTMENT ADVISOR	$25K	—

Investments

41 direct securities· $28.4M(99% of reported assets)

Mutual Funds

$20.3M

31 holdings

Common Collective Trusts

$5.3M

4 holdings

Other securities

$1.6M

5 holdings

Common Stocks

$1.3M

1 holding

					% of plan
Fidelity FID SEL TECHNOLOGY	Mutual Funds	—	—	$3.7M	13.0%
Fidelity FID TOTAL MKT IDX	Common Collective Trusts	—	—	$3.2M	11.2%
Fidelity FID FREEDOM 2040 K6	Mutual Funds	—	—	$3.1M	10.9%
Fidelity FID FREEDOM 2030 K6	Mutual Funds	—	—	$1.9M	6.5%
FULLY BENEFIT-RESPONSIVE Standard Insurance Company Standard Insurance Company Stable Asset Fund II	Common Stocks	—	—	$1.3M	4.5%
Fidelity FID 500 INDEX	Common Collective Trusts	—	—	$1.2M	4.3%
Fidelity FID BLUE CHIP GR K6	Mutual Funds	—	—	$1.2M	4.2%
Fidelity FID FREEDOM 2020 K6	Mutual Funds	—	—	$1.1M	3.9%
Fidelity FID FREEDOM 2055 K6	Mutual Funds	—	—	$882K	3.1%
Fidelity FID FREEDOM 2050 K6	Mutual Funds	—	—	$867K	3.0%
Fidelity FID CONTRAFUND K6	Mutual Funds	—	—	$663K	2.3%
Fidelity FID SEL HEALTHCARE	Mutual Funds	—	—	$643K	2.2%
through October 2033	Other securities	—	—	$586K	2.0%
Fidelity FID INTL INDEX	Mutual Funds	—	—	$573K	2.0%
Fidelity FID FREEDOM 2010 K6	Mutual Funds	—	—	$559K	1.9%
Fidelity FID FREEDOM 2025 K6	Mutual Funds	—	—	$542K	1.9%
Fidelity FID US BOND IDX	Common Collective Trusts	—	—	$542K	1.9%
Vanguard VANG EQUITY INC ADM	Mutual Funds	—	—	$537K	1.9%
Fidelity FID FREEDOM 2060 K6	Mutual Funds	—	—	$488K	1.7%
Franklin Templeton FKLN CNVRTBL SEC R6	Mutual Funds	—	—	$484K	1.7%
T. Rowe Price TRP DIV GROWTH	Other securities	—	—	$447K	1.6%
Fidelity FID FREEDOM 2015 K6	Mutual Funds	—	—	$432K	1.5%
Fidelity FID FREEDOM 2035 K6	Mutual Funds	—	—	$415K	1.4%
Glenmede SMCAP EQ IS	Other securities	—	—	$402K	1.4%
Fidelity FID FREEDOM 2065 K6	Mutual Funds	—	—	$384K	1.3%
Fidelity FID SEL CONS DISCR	Mutual Funds	—	—	$341K	1.2%
Vanguard VANG INDSTRL IDX ADM	Common Collective Trusts	—	—	$247K	0.9%
Dodge & Cox DODGE & COX GLB BD I	Mutual Funds	—	—	$192K	0.7%
S * PIMCO PIM TOTAL RT INST	Mutual Funds	—	—	$180K	0.6%
Fidelity FID BALANCED K6	Mutual Funds	—	—	$178K	0.6%
Fidelity FID FREEDOM 2045 K6	Mutual Funds	—	—	$156K	0.5%
Fidelity FID SEL FINANCIAL	Mutual Funds	—	—	$155K	0.5%
Invesco INVS EQV EM ALLCP R6	Mutual Funds	—	—	$140K	0.5%
Fidelity FID NATURAL RES	Mutual Funds	—	—	$102K	0.4%
Fidelity FID LTD TERM GOVT	Mutual Funds	—	—	$97K	0.3%
MassMutual MM MID CAP GRTH I	Other securities	—	—	$71K	0.2%
Fidelity FID SEL UTILITIES	Mutual Funds	—	—	$70K	0.2%
Fidelity FID FREEDOM INC K6	Mutual Funds	—	—	$69K	0.2%
Eaton Vance PRMTRC INTL EQ I	Other securities	—	—	$62K	0.2%
Fidelity FID INTL SMALL CAP	Mutual Funds	—	—	$21K	<0.1%
MONEY MARKET FUND * Fidelity Government Money Market Fund	Mutual Funds	—	—	$6K	<0.1%