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MERCEDES BENZ OF TEMECULA — MBZ OF TEMECULA AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250729132335NAL0003930032001
MERCEDES BENZ OF TEMECULA
Form 5500-SF
FILING_RECEIVED
MBZ OF TEMECULA AUTOMOTIVE GROUP 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
37
Accounts w/ balance
65
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score (directional)
89
/ 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
MERCEDES BENZ OF TEMECULA
.
Find decision makers
Plan sponsor
Name
MERCEDES BENZ OF TEMECULA
EIN
20-5372766
Address
40910 TEMECULA CENTER DR · TEMECULA, CA · 925916007
Phone
(951) 216-7874
Industry
Agriculture, Forestry, Fishing, Hunting
see all
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
2025-07-29
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Agriculture, Forestry, Fishing, Hunting plans
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ARON STREIT, INC. 401(K) PROFIT SHARING PLAN AND TRUST
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WILEMAN BROS. & ELLIOTT, INC.
WILEMAN BROS. & ELLIOTT, INC. 401(K) PLAN
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HARRIS-DUDLEY PLUMBING COMPANY
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$2.8M · 50 participants
100
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.
INTEGRITY VENTURE PARTNERS, L.L.C.
INTEGRITY VENTURE PARTNERS 401(K) PLAN
$2.8M · 17 participants
Large plans in California
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BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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$125.0B
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
