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Department of Labor filing

KERRY FORD INC

KERRY FORD INC. EMPLOYEE SAVINGS & RETIREMENT PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Sep 22, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

There is not enough comparable filing data to judge this plan yet. This is a filing comparison, not a complete benefits score.

$Employer support
Not reported

Reported employer contributions per active participant.

#People in the filing
335

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$180 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 46% of comparable plans
↗Investment performance
Not available

Plan assets changed 12.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 2024—There is not enough comparable filing data to calculate this yet.

How this filing compares

Reported employer contributionsNot enough dataTypical peer $921 · based on 863 comparable plans
Lower reported administrative expense46th percentileTypical peer $169 · based on 934 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, KERRY FORD INC reported Not reported in employer contributions across the plan and 335 active participants. That works out to Not reported per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy80%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendNot enough history

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 18.5%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer contextNot enough data

Comparable-plan data is too limited for a score.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
Not reported
Participant contributions
$1,269,033
Other contributions
Not reported
Employer share of reported contributions
Not reported
Beginning assets
$13,274,018
Ending assets
$14,979,364
Ending net assets
$14,979,364
Ending liabilities
$0
Total income
$3,181,643
Total expenses
$1,476,297
Administrative expenses
$80,851
Participant loans
$273,688

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
Not reported
2023
$26
2024
Not reported
Plan-paid administrative expenses per participant
2022
$152
2023
$88
2024
$180
Active participants
2022
328
2023
326
2024
335
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024Not reported33515M20250922111035NAL0005531280001
2023$2632613.3M20241011123117NAL0021854449001
2022Not reported32810.6M20231005061022NAL0028535728001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
1.8%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
310729115-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 1994
Industry
Retail trade
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2S2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANZ GLOBAL INVESTORS DISTRIBUTO2024Not reportedunknown
ALLSPRING GLOBAL INVESTMENTS2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
BARON CAPITAL2024Not reportedunknown
BLACKROCK INVESTMENTS, INC.2024Not reportedunknown
COLUMBIA2024Not reportedunknown
FEDERATED SECURITIES CORP.2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
INVESCO2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
METROPOLITAN LIFE2024Not reportedunknown
MFS FUND DISTRIBUTORS, INC.2024Not reportedunknown
PRUDENTIAL INVESTMENTS LLC2024Not reportedunknown
PUTNAM RETAIL MANAGEMENT2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20250922111035NAL0005531280001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗