Ed Stivers Ford 401(k) match, vesting and fees
What Ed Stivers 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 | UBS Financial Services, Inc. | Schedule C ↗ |
| Independent auditor | Sikich Cpa LLC (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.
| Ed Stivers Ford: employer contribution per participant | $170 | |
| Peer median | $1,216 |
| Ed Stivers Ford: average balance | $47,350 | |
| Peer median | $50,590 |
| Ed Stivers Ford: admin expenses ÷ assets | 0.42% | |
| 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 $4.7M at the end of plan year 2022 to $6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 153 | $6M | $21K | $170 | 0.42% | Not published | Form 5500 ↗ |
| 2023 | 141 | $5.8M | $21K | $173 | 0.71% | Not published | Form 5500 ↗ |
| 2022 | 134 | $4.7M | $22K | $188 | 0.60% | Not published | Form 5500 ↗ |
Common questions
Does Ed Stivers Ford match 401(k) contributions?
The match terms for the Ed Stivers Ford, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $21K in employer contributions, about $170 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ed Stivers Ford 401(k) match vested?
The vesting schedule for the Ed Stivers Ford, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ed Stivers Ford 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is UBS Financial Services, Inc.. The plan administrator is Ed Stivers Ford, Inc..
I left Ed Stivers Ford. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ed Stivers Ford, Inc., (314) 863-1711) or the recordkeeper, UBS Financial Services, Inc.. The Ed Stivers Ford old 401(k) page lists the contacts from every plan filing. Find an old Ed Stivers Ford 401(k)
Data from the public Form 5500 annual reports Ed Stivers Ford filed with the U.S. Department of Labor (plan years 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 Ed Stivers Ford. Not financial advice. Report a correction · Methodology