Filings through Oct 24, 2026.

Retirement plan

Jordan Ford Employee Savings Plan

Name: JORDAN FORD, LTD - JORDAN FORD EMPLOYEE SAVINGS PLAN (2025) Form 5500
Creator: JORDAN FORD, LTD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JORDAN FORD EMPLOYEE SAVINGS PLAN, JORDAN FORD, LTD

Jordan Ford, LtdEIN 74-1042175Plan #001PY 2025

13010 IH 35 NORTH - SAN ANTONIO, TX 78233210-653-3673jordanford.netLinkedIn201-500 employeesautomotive

Prospect flagsHigh feesLow participationLow employer contributionRecently reached 100 employeesFew collective trustsFund lineup: 8 funds, $9.4M

How to read this page

Total assets (EOY)

$12.3M

+29.9% from 2024

Total participants

216

+6.4% from 2024

Average account balance

$119,389

+16.1% from 2024

Annual return

26.70%

+13.17 pp from 2024

Benchmarks

See 2,268 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,268 peers

Snapshot2025

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Analytics

See the 10-year trajectory with Pro.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Fund lineup

CSV with Pro

8 funds of $250K or more; 16 lines in all, holding $9.4M of the plan's $9.5M. From the 2024 filing. Recordkeeper: Not identified.

In collective trusts0%median 0% for plans of $5M to $50M (40,449 plans)

In index funds65%median 22% for plans of $5M to $50M (40,449 plans)

In the main target-date series13%median 39% for plans of $5M to $50M (40,449 plans)

Employer stockNo

Target-date series: Fidelity Freedom, other, 13% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Voya Retirement Insurance and Annuity Company Fidelity 500 Index Fund Fidelity (FMR) · Insurance contract Index	Fidelity (FMR)	Insurance contract	$3.2M	34.4%
Voya Retirement Insurance and Annuity Co. Fidelity International Index Fund Fidelity (FMR) · Insurance contract Index	Fidelity (FMR)	Insurance contract	$1.4M	14.6%
Voya Retirement Insurance and Annuity Co. AB US Large Cap Growth Voya · Insurance contract	Voya	Insurance contract	$1.2M	13.3%
Fidelity Freedom Fidelity (FMR) · Insurance contract Target-date, 12 vintages	Fidelity (FMR)	Insurance contract	$1.2M	13.0%
Voya Retirement Insurance and Annuity Co. Vanguard Total Bond Market Index Fund Vanguard · Insurance contract Index	Vanguard	Insurance contract	$590K	6.3%
Voya Retirement Insurance and Annuity Company Fidelity Small Cap Index Fund Fidelity (FMR) · Insurance contract Index	Fidelity (FMR)	Insurance contract	$503K	5.4%
Investment Contract: 1 Voya Retirement Insurance and Annuity Co. Voya Fixed Account Voya · Insurance contract	Voya	Insurance contract	$430K	4.6%
Voya Retirement Insurance and Annuity Co. Pgim High Yield Fund Voya · Insurance contract	Voya	Insurance contract	$199K	2.1%
Voya Retirement Insurance and Annuity Co. Fidelity Total Bond Fund Fidelity (FMR) · Insurance contract	Fidelity (FMR)	Insurance contract	$195K	2.1%
Voya Retirement Insurance and Annuity Company Fidelity Mid Cap Index Fd Fidelity (FMR) · Insurance contract Index	Fidelity (FMR)	Insurance contract	$169K	1.8%

See the other 6 lines in this lineup with Pro.

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2A2E2F2G2J2K3D2R2T

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

4 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$223K

$1160 / participant

Other / not subdivided$223K100.0%

% of EOY assets

1.812%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

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Fund

Dollars

% of funds%

Voya Retirement Insurance and Annuity Company Fidelity 500 Index Fund

Fidelity (FMR) · Insurance contract

Index

$3.2M

34.4%

Voya Retirement Insurance and Annuity Co. Fidelity International Index Fund

Fidelity (FMR) · Insurance contract

Index

$1.4M

14.6%

Voya Retirement Insurance and Annuity Co. AB US Large Cap Growth

Voya · Insurance contract

$1.2M

13.3%

Fidelity Freedom

Fidelity (FMR) · Insurance contract

Target-date, 12 vintages

$1.2M

13.0%

Voya Retirement Insurance and Annuity Co. Vanguard Total Bond Market Index Fund

Vanguard · Insurance contract

Index

$590K

6.3%

Voya Retirement Insurance and Annuity Company Fidelity Small Cap Index Fund

Fidelity (FMR) · Insurance contract

Index

$503K

5.4%

Investment Contract: 1 Voya Retirement Insurance and Annuity Co. Voya Fixed Account

Voya · Insurance contract

$430K

4.6%

Voya Retirement Insurance and Annuity Co. Pgim High Yield Fund

Voya · Insurance contract

$199K

2.1%

Voya Retirement Insurance and Annuity Co. Fidelity Total Bond Fund

Fidelity (FMR) · Insurance contract

$195K

2.1%

Voya Retirement Insurance and Annuity Company Fidelity Mid Cap Index Fd

Fidelity (FMR) · Insurance contract

Index

$169K

1.8%

Jordan Ford Employee Savings Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Jordan Ford Employee Savings Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion