# Jim Bass Ford, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jim-bass-ford-inc-plan-001

> Jim Bass Ford, INC.'s 401(k) plan: 158 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jim Bass Ford, INC.

- **Sponsor EIN:** 751099335

- **Sponsor Address:** BOX 3488, SAN ANGELO, TX, 76901

- **Plan Type:** 401(k)

- **Total Participants:** 158

- **Total Assets:** $12.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|158|$12.1M|$479,075|$796,739|

| 2023|124|$10.0M|$377,193|$732,375|

| 2022|118|$7.5M|$368,772|$747,930|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| STRATEGIC ADVISORS, INC.|ADVISOR|$7,603|—|$7,603|

| WALTERS & ASSOCIATES, CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $7,603

- **Estimated Expense Ratio:** 0.063% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$7,678|$7,603|—|—|—|

| 2023|$7,738|$7,663|—|—|—|

| 2022|$3,537|$3,487|—|—|—|

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