How big is Courtesy Automotive Group, Inc.'s plan?

Courtesy Automotive Group, Inc.'s plan reported $1.0M in assets and 106 participants for 2024.

Original filing (PDF)20250923105944NAL0007209856001

Courtesy Automotive Group, Inc.

Name: Courtesy Automotive Group, Inc. — Courtesy Automotiv, Form 5500 (2024)
Creator: Courtesy Automotive Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Courtesy Automotive Center 401(k) Plan

401(k) retirement plan · Courtesy Automotive Group, Inc.'s Courtesy Automotive Center 401(k) Plan held $1.0M in plan assets for 106 participants in 2024.

Active participants

106

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Courtesy Automotive Group, Inc.'s EIN is 47-3127097.

EIN 47-3127097

Plan number 001

Plan year 2024

ACK ID 20250923105944NAL0007209856001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Courtesy Automotive Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Courtesy Automotive Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 COURTESY AUTOMOTIVE GROUP, INC..

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (0th percentile).

Helping the score