Wareham Ford, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Wareham Ford, INC.
  • Sponsor EIN: 041879850
  • Sponsor Address: 2628 CRANBERRY HWY, WAREHAM, MA, 02571
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 58
  • Total Assets: $4.7M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202558$4.7M$0$0
202441$4.1M$43,326$136,335
202336$3.6M$43,231$113,620
202237$3.0M$41,870$110,392

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