Bob Tomes Ford 401(k) match, vesting and fees
What Bob Tomes Ford's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Lane Gorman Trubitt, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Bob Tomes Ford: employer contribution per participant | $506 | |
| Peer median | $1,216 |
| Bob Tomes Ford: average balance | $33,244 | |
| Peer median | $50,590 |
| Bob Tomes Ford: admin expenses ÷ assets | 0.32% | |
| Peer median | 0.43% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $6.4M at the end of plan year 2021 to $9.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 477 | $9.6M | $146K | $506 | 0.32% | Not published | Form 5500 ↗ |
| 2023 | 290 | $8.9M | $111K | $871 | 0.33% | Not published | 5500-SF ↗ |
| 2022 | 116 | $5.2M | $39K | $673 | 0.32% | Not published | 5500-SF ↗ |
| 2021 | 94 | $6.4M | $68K | $1,538 | 0.31% | Not published | 5500-SF ↗ |
Other Bob Tomes Ford plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Bob Tomes Ford, Inc. 2 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | 2022 Schedule C ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Form 5500-SF ↗ |
The recordkeeper is from the plan year 2022 filing, the latest that names one. The other rows are from the plan year 2023 filing.
Common questions
Does Bob Tomes Ford match 401(k) contributions?
The match terms for the Bob Tomes Ford, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $146K in employer contributions, about $506 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bob Tomes Ford 401(k) match vested?
The vesting schedule for the Bob Tomes Ford, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bob Tomes Ford 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Northeast Retirement Services, LLC.
I left Bob Tomes Ford. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Northeast Retirement Services, LLC, (781) 983-5059) or the recordkeeper, Empower Annuity Insurance Company O. The Bob Tomes Ford old 401(k) page lists the contacts from every plan filing. Find an old Bob Tomes Ford 401(k)
Data from the public Form 5500 annual reports Bob Tomes Ford filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Bob Tomes Ford. Not financial advice. Report a correction · Methodology