Capitol City Ford 401(k) match, vesting and fees
What Capitol City 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 | Cherry Bekeart LLP | Schedule C ↗ |
| Independent auditor | Cbiz Cpas PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Capitol City Ford: employer contribution per participant | $720 | |
| Peer median | $1,216 |
| Capitol City Ford: average balance | $86,713 | |
| Peer median | $50,590 |
| Capitol City Ford: admin expenses ÷ assets | 0.08% | |
| 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 $17M at the end of plan year 2021 to $16.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 286 | $16.7M | $139K | $720 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 287 | $15.2M | $141K | $722 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 286 | $12.8M | $121K | $649 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 240 | $17M | $109K | $711 | 0.06% | Not published | Form 5500 ↗ |
Common questions
Does Capitol City Ford match 401(k) contributions?
The match terms for the Bob Thomas Dealerships 401k Plan have not been published from its filing yet. The plan year 2024 filing reports $139K in employer contributions, about $720 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Capitol City Ford 401(k) match vested?
The vesting schedule for the Bob Thomas Dealerships 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Capitol City Ford 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Cherry Bekeart LLP. The plan administrator is Capitol City Ford Inc..
I left Capitol City Ford. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Capitol City Ford Inc., (317) 472-3803) or the recordkeeper, Cherry Bekeart LLP. The Capitol City Ford old 401(k) page lists the contacts from every plan filing. Find an old Capitol City Ford 401(k)
Data from the public Form 5500 annual reports Capitol City 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 Capitol City Ford. Not financial advice. Report a correction · Methodology