Sarat Ford Sales 401(k) match, vesting and fees
What Sarat Ford Sales' 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 | Compass 360, LLC | Schedule C ↗ |
| Independent auditor | The American Auditors Group (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.
| Sarat Ford Sales: employer contribution per participant | $799 | |
| Peer median | $1,216 |
| Sarat Ford Sales: average balance | $126,377 | |
| Peer median | $50,590 |
| Sarat Ford Sales: admin expenses ÷ assets | 0.11% | |
| 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 $11.6M at the end of plan year 2021 to $13.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 112 | $13.1M | $83K | $799 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 119 | $10.9M | $81K | $772 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 115 | $8.6M | $75K | $748 | 0.12% | Not published | Form 5500 ↗ |
| 2021 | 106 | $11.6M | $66K | $698 | 0.37% | Not published | Form 5500 ↗ |
Common questions
Does Sarat Ford Sales match 401(k) contributions?
The match terms for the Sarat Ford Sales, Inc. 401(k) Saving Plan have not been published from its filing yet. The plan year 2024 filing reports $83K in employer contributions, about $799 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sarat Ford Sales 401(k) match vested?
The vesting schedule for the Sarat Ford Sales, Inc. 401(k) Saving Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sarat Ford Sales 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Compass 360, LLC. The plan administrator is Compass 360, LLC.
I left Sarat Ford Sales. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Compass 360, LLC, (603) 778-9920) or the recordkeeper, Compass 360, LLC. The Sarat Ford Sales old 401(k) page lists the contacts from every plan filing. Find an old Sarat Ford Sales 401(k)
Data from the public Form 5500 annual reports Sarat Ford Sales 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 Sarat Ford Sales. Not financial advice. Report a correction · Methodology