Original filing (PDF)20250728160944NAL0000910179001

FINNEGAN AUTO LP

Name: FINNEGAN AUTO LP — FINNEGAN CHRYSLER-JEEP 401(K) PLAN, Form 5500 (2024)
Creator: FINNEGAN AUTO LP

Form 5500-SF

FILING_RECEIVED

FINNEGAN CHRYSLER-JEEP 401(K) PLAN

401(k) retirement plan

Active participants

117

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 FINNEGAN AUTO LP.

Plan sponsor

Name

FINNEGAN AUTO LP

EIN

45-0534859

Address

26433 SOUTHWEST FREEWAY · ROSENBERG, TX · 77471

Phone

(281) 342-9318

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

2025-07-28

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

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$1.3M · 33 participants

FUGATE MOTORS, INC.

FUGATE MOTORS, INC. 401(K) PROFIT SHARING PLAN

$1.3M · 22 participants

PINGREY MOTOR COMPANY

PINGREY MOTOR COMPANY 401(K) PLAN

$1.3M · 32 participants

DAVID DAVIS ENTERPRISE, INC.

DAVID DAVIS ENTERPRISE, INC. T/A DAVIS ACURA 401K PLAN

$1.3M · 27 participants

RED ROCK FORD, INC.

RED ROCK FORD, INC. 401(K) PLAN

$1.3M · 45 participants

Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 37% as many balances as active participants — suggests many active employees aren't deferring.

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.