# Jordan Ford, Ltd 401(k) Plan
Source: https://planprovider.pro/companies/jordan-ford-ltd-401k-plan

> Jordan Ford, Ltd's 401(k) plan: 178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jordan Ford, Ltd

- **Sponsor EIN:** 741042175

- **Sponsor Address:** 13010 IH 35 NORTH, SAN ANTONIO, TX, 78233

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

- **Total Participants:** 178

- **Total Assets:** $9.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|178|$9.5M|$12,327|$408,649|

| 2023|187|$8.5M|$12,885|$379,396|

| 2022|173|$7.3M|$17,630|$429,754|

## 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|

| WORLD INVESTMENT ADVISORS LLC|SERVICE PROVIDER|—|$31,776|$31,776|

| ADKF, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADKF, P.C.](https://planprovider.pro/provider/adkf-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,776

- **Estimated Expense Ratio:** 0.336% 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|$65,743|$2,647|$62,296|—|—|

| 2023|$60,724|—|$60,724|—|—|

| 2022|$66,449|—|—|—|—|

## Similar Plans

- [Viscount Properties Ii, LLC Dba Fox Auto Group](https://planprovider.pro/companies/viscount-properties-ii-llc-dba-fox-auto-group-401k-plan) — 178 participants

- [Johnson-Grayson Automotive, INC.](https://planprovider.pro/companies/johnson-grayson-automotive-inc-401k-plan) — 178 participants

- [Rogers Ford Sales, INC.](https://planprovider.pro/companies/rogers-ford-sales-inc-401k-plan) — 179 participants

- [Arrow Ford, INC.](https://planprovider.pro/companies/arrow-ford-inc-401k-plan) — 176 participants

- [John Wiesner, INC.](https://planprovider.pro/companies/john-wiesner-inc-401k-plan) — 172 participants

- [Robbins Chevrolet Company](https://planprovider.pro/companies/robbins-chevrolet-company-401k-plan) — 185 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jordan-ford-ltd-401k-plan)

© 2026 PlanProvider.Pro