Stevens Ford INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Stevens Ford INC.
  • Sponsor EIN: 060645766
  • Sponsor Address: 717 BRIDGEPORT AVE, MILFORD, CT, 064603168
  • Plan Type: 401(k)
  • Total Participants: 80
  • Total Assets: $1.6M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202480$1.6M$5,150$80,710
202361$2.0M$4,206$60,545
202255$1.8M$3,667$45,474

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