Original filing (PDF)20250714153223NAL0000985411001

IRWIN LINCOLN MERCURY SALES AND SERVICES

Name: IRWIN LINCOLN MERCURY SALES AND SERVICES — IRWIN LINCOLN MERCURY SALES AND SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: IRWIN LINCOLN MERCURY SALES AND SERVICES

Form 5500-SF

FILING_RECEIVED

IRWIN LINCOLN MERCURY SALES AND SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 IRWIN LINCOLN MERCURY SALES AND SERVICES.

Plan sponsor

Name

IRWIN LINCOLN MERCURY SALES AND SERVICES

EIN

21-0725163

Address

4000 ROUTE 9 · FREEHOLD, NJ · 07728

Phone

(732) 462-1818

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

2025-07-14

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

Related plans

Similar-size Retail Trade plans

VON HOUSEN MANAGEMENT INC

VON HOUSEN MANAGEMENT INC 401K PROFIT SHARING PLAN

$1.2M · 12 participants

ADVENTURE SUBARU, LLC

ADVENTURE SUBARU, LLC 401(K) PLAN

$1.2M · 46 participants

OZARK CHEVROLET

OZARK MOTOR COMPANY 401(K) PROFIT SHARING PLAN

$1.2M · 73 participants

PHILLIPS AUTO GROUP OF BRADLEY, INC

PHILLIPS AUTO GROUP OF BRADLEY, INC. 401(K) PLAN

$1.2M · 66 participants

ROBBINS MOTOR COMPANY, INC.

ROBBINS TOYOTA 401(K) PLAN