Back to filter
Original filing (PDF)20250827151216NAL0019071154001
E & J GREER, INC.
Form 5500-SF
FILING_RECEIVED
OPEN ROADS 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
106
Accounts w/ balance
100
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E & J GREER, INC..
Plan sponsor
Name
E & J GREER, INC.
DBA
GREENVILLE NISSAN
EIN
10-0005131
Address
991 SW GREENVILLE BLVD · GREENVILLE, NC · 27834
Phone
(252) 756-1738
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Retail Trade plans
GRAFF CHEVROLET OF SANDUSKY, INC.
GRAFF CHEVROLET OF SANDUSKY 401(K) PLAN AND TRUST
$1.4M · 32 participants
BELKOH INC.
BELKOH INC. 401(K) PLAN
$1.4M · 62 participants
SMITH CHEVROLET CADILLAC CO.
SMITH CHEVROLET CO. #2 PROFIT SHARING PLAN
$1.4M · 66 participants
R. J. GAESTEL, INC. DBA MERCED HONDA
R. J. GAESTEL, INC. DBA MERCED HONDA 401(K)/PROFIT SHARING PLAN
$1.4M · 19 participants
GURLEY MOTOR COMPANY
GURLEY MOTOR COMPANY 401(K) PROFIT SHARING PLAN
$1.4M · 14 participants
REIDSVILLE NISSAN, INC.
REIDSVILLE NISSAN, INC. RETIREMENT PLAN
$1.4M · 27 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
