Original filing (PDF)20250616210016NAL0002698706001

SBL AUTO, INC. DBA SOUTH BAY LEX

Name: SBL AUTO, INC. DBA SOUTH BAY LEX — SBL AUTO, INC. DBA SOUTH BAY LEXUS 401(K) RETIREMENT SERVICES, Form 5500 (2024)
Creator: SBL AUTO, INC. DBA SOUTH BAY LEX

Form 5500-SF

FILING_RECEIVED

SBL AUTO, INC. DBA SOUTH BAY LEXUS 401(K) RETIREMENT SERVICES

401(k) retirement plan

Active participants

114

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SBL AUTO, INC. DBA SOUTH BAY LEX.

Plan sponsor

Name

SBL AUTO, INC. DBA SOUTH BAY LEX

EIN

33-0361030

Address

24777 CRENSHAW BLVD · TORRANCE, CA · 90505

Phone

(310) 325-9999

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

2025-06-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

KALISPELL AUTOMOTIVE GROUP

KALISPELL AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN

$3.8M · 174 participants

NERESON AUTOMOTIVE INC.

NERESON AUTOMOTIVE INC. RETIREMENT PLAN

$3.8M · 39 participants

RICO MOTOR COMPANY A CORP DBA RICO AUTO COMPLEX

RICO MOTOR COMPANY 401(K) PROFIT SHARING PLAN

$3.8M · 73 participants

BARNETT COMPANIES

BARNETT COMPANIES 401(K) RETIREMENT PLAN

$3.8M · 52 participants

TAYLOR CHEVROLET COMPANY

TAYLOR CHEVROLET COMPANY 401(K) PLAN