Plan Snapshot
- Plan Sponsor: Mcree Ford, INC.
- Sponsor EIN: 741547557
- Sponsor Address: P. O. BOX 577, DICKINSON, TX, 77539
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 193
- Total Assets: $10.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 193 | $10.7M | $0 | $0 |
| 2024 | 151 | $10.0M | $83,795 | $626,499 |
| 2023 | 154 | $9.8M | $82,062 | $573,374 |
| 2022 | 146 | $8.7M | $84,349 | $611,714 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $2,207,100 | — | $59,511 | — | — |
| 2024 | $56,796 | — | $56,796 | — | — |
| 2023 | $61,224 | — | $61,224 | — | — |
| 2022 | $57,639 | — | $57,639 | — | — |