· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
AL CERRONE'S HARRIS AUTO SALES, INC. — CERRONE OLDS-GMC TRUCK 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240502070525NAL0016977249001
AL CERRONE'S HARRIS AUTO SALES, INC.
Form 5500-SF
FILING_RECEIVED
CERRONE OLDS-GMC TRUCK 401(K) PLAN
401(k) retirement plan
Active participants
35
Accounts w/ balance
18
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
AL CERRONE'S HARRIS AUTO SALES, INC.
.
Find decision makers
Plan sponsor
Name
AL CERRONE'S HARRIS AUTO SALES, INC.
EIN
04-2608042
Address
68 SOUTH WASHINGTON STREET ROUTE 1 · SOUTH ATTELBRO, MA · 02703
Phone
(508) 761-4800
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-05-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
JOHN WIESE FORD, INC.
JOHN WIESE FORD 401K PLAN
$2.0M · 47 participants
STARR MOTORS, INCORPORATED
STARR MOTORS, INCORPORATED 401(K) PLAN
$2.0M · 43 participants
GEORGE WALL FORD, INC.
GEORGE WALL FORD LINCOLN 401(K) PROFIT SHARING PLAN
$2.0M · 33 participants
IKE AUTO PARK, INC.
IKE AUTO PARK, INC. 401(K) PLAN
$2.0M · 68 participants
SAM PIERCE CHEVROLET INC.
SAM PIERCE CHEVROLET INC. 401(K) PLAN
$2.0M · 61 participants
80
Knocking points off
51% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BRONCO MOTORS, INC.
BRONCO MOTORS, INC. 401(K) PLAN AND TRUST
$2.0M · 88 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B