· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NAPA FORD LINCOLN MERCURY — NAPA FORD LINCOLN MERCURY 401(K) PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250818072154NAL0001030625001
NAPA FORD LINCOLN MERCURY
Form 5500-SF
FILING_RECEIVED
NAPA FORD LINCOLN MERCURY 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
53
Accounts w/ balance
37
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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
NAPA FORD LINCOLN MERCURY
.
Find decision makers
Plan sponsor
Name
NAPA FORD LINCOLN MERCURY
EIN
20-0354208
Address
570 SOSCOL AVE · NAPA, CA · 94559
Phone
(707) 255-2580
Industry
Retail Trade
see 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
2025-08-18
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
JACK DANIELS MOTORS, INC.
JACK DANIELS MOTORS, INC. 401(K) PLAN I
$1.3M · 30 participants
ESTERO BAY CHEVROLET, INC.
ESTERO BAY CHEVROLET, INC. 401(K) P/S PLAN
$1.3M · 68 participants
STREETWISE MOTORS, INC.
STREETWISE MOTORS, INC. 401(K) PLAN
$1.3M · 13 participants
THOMPSON CHEVROLET
THOMPSON CHEVROLET 401(K) PLAN
$1.3M · 11 participants
ARTESIA FORD SALES
ARTESIA FORD SALES 401(K) PLAN
$1.3M · 1 participants
80
Knocking points off
70% 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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
JOHN MILES CHEVROLET INC
JOHN MILES CHEVROLET, INC. 401(K) PLAN
$1.3M · 41 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
