Original filing (PDF)20250731110304NAL0008350128001

LAVERY AUTOMOTIVE SALES AND SERVICE

Name: LAVERY AUTOMOTIVE SALES AND SERVICE — LAVERY AUTOMOTIVE SALES AND SERVICE 401(K) PLAN, Form 5500 (2024)
Creator: LAVERY AUTOMOTIVE SALES AND SERVICE

Form 5500-SF

FILING_RECEIVED

LAVERY AUTOMOTIVE SALES AND SERVICE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAVERY AUTOMOTIVE SALES AND SERVICE.

Plan sponsor

Name

LAVERY AUTOMOTIVE SALES AND SERVICE

EIN

20-0233600

Address

1096 WEST STATE STREET · ALLIANCE, OH · 44601

Phone

(330) 823-1100

Industry

Retail Tradesee all

Plan administrator

Name

NORTHEAST RETIREMENT SERVICES,LLC

EIN

81-5140646

City

WOBURN, MA

Phone

(781) 983-5059

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

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)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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