Original filing (PDF)20250425083531NAL0008512801001

STRATTON AUTO SALES, INC

Name: STRATTON AUTO SALES, INC — STRATTON AUTO SALES, INC CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: STRATTON AUTO SALES, INC

Form 5500-SF

FILING_RECEIVED

STRATTON AUTO SALES, INC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 STRATTON AUTO SALES, INC.

Plan sponsor

Name

STRATTON AUTO SALES, INC

EIN

34-1806318

Address

220 NORTH MAIN ST · BLUFFTON, OH · 45817

Phone

(419) 358-1900

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-25

Pension benefit codes

1C · Cash balance or similar hybrid DB

1B · Flat-dollar DB formula

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 providers

Related plans

Similar-size Retail Trade plans

J & M AUTO, INC.

J & M AUTO, INC. 401(K) PLAN

$3.2M · 52 participants

COAST CITIES EQUIPMENT SALES INC

COAST CITIES EQUIPMENT SALES, INC. 401(K) PLAN

$3.1M · 14 participants

BILL WILSON, INC.

WILSON MOTORS RETIREMENT SAVINGS PLAN

$3.1M · 28 participants

LOIZOU, INC. T/A A & G AUTO SALES

A & G AUTO SALES 401(K) PLAN

$3.1M · 18 participants

JERRY HEFLIN COURTESY AUTOMOTI

COURTESY AUTOMOTIVE INC'S 401(K) PROFIT SHARING PLAN

$3.3M · 30 participants