What public Form 5500 filings show about the Dealership Performance CRM, LLC 401(k) plan — and how to find and check your own account.
Dealership Performance CRM, LLC (EIN 46-4803037) reports DEALERSHIP PERFORMANCE CRM 401(K) PLAN on its most recent Form 5500, with $476K in plan assets across 22 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 Dealership Performance CRM, LLC filing — schedules, fees, and providers.
Dealership Performance CRM, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Dealership Performance CRM, LLCHR for the recordkeeper’s name and login.
