Original filing (PDF)20250923105944NAL0007209856001

COURTESY AUTOMOTIVE GROUP, INC.

Name: COURTESY AUTOMOTIVE GROUP, INC. — COURTESY AUTOMOTIVE CENTER 401(K) PLAN, Form 5500 (2024)
Creator: COURTESY AUTOMOTIVE GROUP, INC.

Form 5500-SF

FILING_RECEIVED

COURTESY AUTOMOTIVE CENTER 401(K) PLAN

401(k) retirement plan

Active participants

106

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 COURTESY AUTOMOTIVE GROUP, INC..

Plan sponsor

Name

COURTESY AUTOMOTIVE GROUP, INC.

EIN

47-3127097

Address

2520 COHASSET ROAD · CHICO, CA · 959731307

Phone

(530) 345-9444

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

2025-09-23

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

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