How big is Dealership Performance CRM, LLC's plan?

Dealership Performance CRM, LLC's plan reported $476K in assets and 22 participants for 2024.

Original filing (PDF)20251010174214NAL0013637072001

Dealership Performance CRM, LLC

Name: Dealership Performance CRM, LLC — Dealership, Form 5500 (2024)
Creator: Dealership Performance CRM, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dealership Performance CRM 401(k) Plan

401(k) retirement plan · Dealership Performance CRM, LLC's Dealership Performance CRM 401(k) Plan held $476K in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$476K

Net assets (EOY)

$446K

People on this filing

Jay Mason signed Dealership Performance CRM, LLC's 2024 Form 5500 as plan administrator.

Jay Mason — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dealership Performance CRM, LLC's EIN is 46-4803037.

EIN 46-4803037

Plan number 001

Plan year 2024

ACK ID 20251010174214NAL0013637072001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dealership Performance CRM, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dealership Performance CRM, LLC's plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DEALERSHIP PERFORMANCE CRM, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off