Back to filter
Original filing (PDF)20251010135812NAL0004681395001
JRJ AUTO, INC.
Form 5500-SF
FILING_RECEIVED
MAZDA OF EVERETT 401(K) PLAN
401(k) retirement plan
Active participants
76
Accounts w/ balance
47
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
86
/ 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
80
Knocking points off
- 62% balance-to-active ratio — below typical for a healthy 401(k).
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JRJ AUTO, INC..
Plan sponsor
Name
JRJ AUTO, INC.
EIN
32-0270226
Address
11409 HWY 99 · EVERETT, WA · 98204
Phone
(888) 871-8777
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
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
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 providersRelated plans
Similar-size Retail Trade plans
AUTOMOBILE DEALERS ASSOCIATION OF MEGA MILWAUKEE, INC.
ADAMM 401(K) PLAN
$1.4M · 6 participants
HILLER COMPANY, INCORPORATED
HILLER COMPANY, INCORPORATED 401(K) PLAN
$1.4M · 25 participants
MIKE FITZPATRICK FORD LINCOLN MERCURY
FITZPATRICK 401(K) PLAN
$1.4M · 46 participants
MASTEL FORD, INC.
MASTEL FORD, INC. 401(K) PLAN
$1.4M · 12 participants
KBLB-KEN, LTD. DBA SAN MARCOS CHRYSLER DODGE RAM JEEP
SAN MARCOS CHRYSLER DODGE JEEP RAM 401(K) PLAN
$1.4M · 102 participants
MCCORMICK MOTORS INC.
MCCORMICK MOTORS INC. RETIREMENT PLAN
$1.4M · 28 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
