What public Form 5500 filings show about the Courtesy Chevrolet 401(k) plan — and how to find and check your own account.
Courtesy Chevrolet (EIN 86-0123463) reports COURTESY AUTOMOTIVE GROUP 401(K) PLAN on its most recent Form 5500, with $19.7M in plan assets across 657 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Courtesy Chevrolet filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Courtesy Chevrolet 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PINNACLE PLAN DESIGN, RBC CAPITAL MARKETS.
