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Department of Labor filing

MULLINAX FORD

MULLINAX FORD EMPLOYEES 401(K) RETIREMENT PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

55filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$860

Reported employer contributions per active participant.

Higher than about 62% of comparable plans
#People in the filing
862

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$135 / participant

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

Lower cost than about 40% of comparable plans
↗Investment performance
Not available

Plan assets changed 23.3%, 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 · 202455out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions62nd percentileTypical peer $680 · based on 259 comparable plans
Lower reported administrative expense40th percentileTypical peer $121 · based on 277 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, MULLINAX FORD reported $741,555 in employer contributions across the plan and 862 active participants. That works out to $860 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 proxy79%

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 trendUp 2.4%

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

Expense trendUp 11.3%

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

Peer context55/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

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
$741,555
Participant contributions
$4,523,922
Other contributions
$141,076
Employer share of reported contributions
14.1%
Beginning assets
$29,237,468
Ending assets
$36,042,907
Ending net assets
$36,042,907
Ending liabilities
$0
Total income
$9,393,176
Total expenses
$2,587,737
Administrative expenses
$135,584
Participant loans
$169,799

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
$840
2023
$837
2024
$860
Plan-paid administrative expenses per participant
2022
$121
2023
$118
2024
$135
Active participants
2022
684
2023
776
2024
862
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$86086236M20251015172308NAL0002699587001
2023$83777629.2M20241010102120NAL0019909489001
2022$84068423.4M20231018073321NAL0041175889001

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
0.5%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Yes
Public plan identifier
593619944-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
May 1, 1996
Industry
Retail trade
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D3H

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
ALLSPRING GLOBAL INVESTMENTS2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
COHEN & STEERS CAPITAL MANAGEMENT2024Not reportedunknown
COLUMBIA2024Not reportedunknown
EATON VANCE DISTRIBUTORS, INC.2024Not reportedunknown
FEF DISTRIBUTORS, LLC2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
FRED ALGER & COMPANY, INCORPORATED2024Not reportedunknown
INVESCO2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
LEGG MASON INVESTOR SERVICES, LLC2024Not reportedunknown
LOOMIS SAYLES FUNDS2024Not reportedunknown
LORD ABBETT DISTRIBUTOR, LLC2024Not reportedunknown
PHOENIX - VIRTUS2024Not reportedunknown
PRUDENTIAL INVESTMENTS LLC2024Not reportedunknown
ROYCE FUND SERVICES, INC.2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

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Filing ACK_ID20251015172308NAL0002699587001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗