How big is Courtesy Auto Group Inc.'s plan?

Courtesy Auto Group Inc.'s plan reported $128K in assets and 24 participants for 2024.

Original filing (PDF)20250715120808NAL0001585123001

Courtesy Auto Group Inc.

Name: Courtesy Auto Group Inc. — Form 5500 (2024)
Creator: Courtesy Auto Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Courtesy Auto Group Inc. held $128K in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$128K

Net assets (EOY)

$128K

People on this filing

Olivia Martins signed Courtesy Auto Group Inc.'s 2024 Form 5500 as plan administrator.

Olivia Martins — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Courtesy Auto Group Inc.'s EIN is 20-5124910.

EIN 20-5124910

Plan number 002

Plan year 2024

ACK ID 20250715120808NAL0001585123001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Courtesy Auto Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Courtesy Auto Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COURTESY AUTO GROUP INC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

COURTESY AUTO GROUP INC

EIN

all filings

Address

11 SCOTT ST. · ATTLEBORO, MA · 02703

Phone

(508) 761-9700

Industry

Transportation & Warehousing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

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 providers

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