Original filing (PDF)20250710105913NAL0006522049001

BOB CALDWELL AUTOMOTIVE, INC. DBA BOB CALDWELL CHRYSLER JEEP

Name: BOB CALDWELL AUTOMOTIVE, INC. DBA BOB CALDWELL CHRYSLER JEEP — BOB CALDWELL AUTOMOTIVE, INC. DBA BOB CALDWELL CHRYSLER JEEP 401(K) PLAN, Form 5500 (2024)
Creator: BOB CALDWELL AUTOMOTIVE, INC. DBA BOB CALDWELL CHRYSLER JEEP

Form 5500-SF

FILING_RECEIVED

BOB CALDWELL AUTOMOTIVE, INC. DBA BOB CALDWELL CHRYSLER JEEP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 BOB CALDWELL AUTOMOTIVE, INC. DBA BOB CALDWELL CHRYSLER JEEP.

Plan sponsor

Name

BOB CALDWELL AUTOMOTIVE, INC. DBA BOB CALDWELL CHRYSLER JEEP

EIN

31-1351906

Address

1888 MORSE RD. · COLUMBUS, OH · 43229

Phone

(614) 880-2825

Industry

Retail Tradesee all

Plan administrator

Name

NORTHEAST RETIREMENT SERVICES, LLC.

EIN

81-5140646

City

WOBURN, MA

Phone

(781) 983-5059

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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