Original filing (PDF)20250613142646NAL0028805184001

THE CIRCLE CHEVROLET CO. INC.

Name: THE CIRCLE CHEVROLET CO. INC. — THE CIRCLE CHEVROLET 401K RETIREMENT PLAN, Form 5500 (2024)
Creator: THE CIRCLE CHEVROLET CO. INC.

Form 5500-SF

FILING_RECEIVED

THE CIRCLE CHEVROLET 401K RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CIRCLE CHEVROLET CO. INC..

Plan sponsor

Name

THE CIRCLE CHEVROLET CO. INC.

EIN

21-0611476

Address

641 SHREWSBURY AVE · SHREWSBURY, NJ · 07702

Phone

(732) 741-3130

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

2025-06-13

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 Retail Trade plans

MILLER MANAGEMENT GROUP, INC.

MILLER MANAGEMENT, INC. 401(K) PLAN

$7.3M · 188 participants

SILL-TERHAR MOTORS, INC.

SILL-TERHAR RETIREMENT SAVINGS PLAN

$7.4M · 121 participants

COX CHEVROLET INCORPORATED

COX CHEVROLET 401(K) PLAN

$7.4M · 157 participants

INFINITI OF WEST CHESTER, INC.

BUSH AUTO GROUP RETIREMENT FUND

$7.4M · 137 participants

SUMMIT AUTOMOTIVE, INC.

SUMMIT AUTOMOTIVE, INC. 401(K) RETIREMENT PLAN

$7.3M · 76 participants