Back to filter
Original filing (PDF)20251016150628NAL0008630928001
E-Z WAY AUTO SALES INC
Form 5500
FILING_RECEIVED
E-Z WAY AUTO SALES INC
Health & welfare plan
Active participants
98
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E-Z WAY AUTO SALES INC.
Plan sponsor
Name
E-Z WAY AUTO SALES INC
EIN
56-1338526
Address
840 13TH STREET PL SW · HICKORY, NC · 286023100
Phone
(828) 324-7001
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-10-16
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| C.B. WOOD FINANCIAL LLC | 85-4189306 | — | BROKER | $55K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIED BENEFIT SYSTEMS | 36-3086057 | — | SERVICE VENDOR | $60K | — |
| SHARX LLC | — | SAINT LOUIS, MO | SERVICE VENDOR | $27K | — |
| FIRST HEALTH | 20-1736437 | — | PPO | $8K | — |
| KISX CARD LLC | — | MECHANICSBURG, PA | SERVICE VENDOR | $7K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using ALLIED BENEFIT SYSTEMS
TRUSTEES OF TEAMSTERS UNION NO. 142 HEALTH AND WELFARE TRUST FUND
TEAMSTERS UNION NO. 142 HEALTH AND WELFARE TRUST FUND
$29.2M · 1,008 participants
TRUSTEES OF MOTION PICTURE LABORATORY TECHS AND FILM EDITORS LOCAL 780
MOTION PICTURE LABORATORY TECHS AND FILM EDITORS LOCAL 780 WELFARE FUND
$15.3M · 750 participants
TRUSTEES OF PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND
PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND
$6.5M · 325 participants
MISSOURI CO-OPERATIVE EMPLOYEE HEALTHCARE FUND
MISSOURI CO-OPERATIVE EMPLOYEE HEALTHCARE FUND
$5.2M · 476 participants
THE BURKE GROUP
THE BURKE GROUP WELFARE PLAN TRUST
$4.1M · 389 participants
H.J. RUSSELL & COMPANY
H.J. RUSSELL & COMPANY GROUP HEALTH AND FLEXIBLE BENEFITS PLAN
$2.6M · 177 participants
Similar-size Retail Trade plans
INNOVATIVE AUTO SALES LLC
INNOVATIVE AUTO SALES LLC 401(K) PLAN
$0
WEST RIDGE AUTO SALES, INC.
WEST RIDGE AUTO SALES PROFIT SHARING PLAN
$0
AUTO EXPRESS
AUTO EXPRESS 401(K) PLAN
$0
SWAGERTY AUTO GROUP, LLC
VAMOS AUTO 401(K) PLAN
$0
WESTLAKE IMPORTS LLC
WESTLAKE IMPORTS LLC 401(K) PROFIT SHARING PLAN & TRUST
$0 · 5 participants
AMG AUTO INC
AMG AUTO INC 401(K) PROFIT SHARING PLAN & TRUST
$0
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants