How big is Crossroads Ford, Inc.'s plan?

Crossroads Ford, Inc.'s plan reported $40.9M in assets and 1,669 participants for 2024.

Original filing (PDF)20251014105449NAL0001264291001

Crossroads Ford, Inc.

Name: Crossroads Ford, Inc. — Crossroads Ford, Inc. 401(k), Form 5500 (2024)
Creator: Crossroads Ford, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Crossroads Ford, Inc. 401(k) Plan

401(k) retirement plan · Crossroads Ford, Inc.'s Crossroads Ford, Inc. 401(k) Plan held $40.9M in plan assets for 1,669 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

1,669

Accounts w/ balance

498

Plan assets (EOY)

$40.9M

Net assets (EOY)

$40.9M

People on this filing

Mariana Orshak signed Crossroads Ford, Inc.'s 2024 Form 5500 as plan administrator.

Mariana Orshak — 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

Crossroads Ford, Inc.'s EIN is 56-1657419.

EIN 56-1657419

Plan number 001

Plan year 2024

ACK ID 20251014105449NAL0001264291001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Crossroads Ford, 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 CROSSROADS FORD, INC..

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).
Bottom-decile employer contributions per participant (7th percentile).

Plan sponsor

Name

CROSSROADS FORD, INC.

EIN

all filings

Address

11124 CAPITAL BLVD. · WAKE FOREST, NC · 27587

Phone

(919) 488-8531

Industry

Retail Trade

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$6K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$27K	—

Investments

35 direct securities· $36.0M(88% of reported assets)

Mutual Funds

$34.4M

31 holdings

Bonds / Notes

$1.0M

1 holding

Other securities

$556K

3 holdings

					% of plan
Fidelity Blue Chip Growth Mutual Fund	Mutual Funds	—	—	$3.8M	9.3%
Fidelity Freedom 2035 Mutual Fund	Mutual Funds	—	—	$3.5M	8.6%
Fidelity Freedom 2025 Mutual Fund	Mutual Funds	—	—	$2.6M	6.5%
Fidelity Contrafund K6 Mutual Fund	Mutual Funds	—	—	$2.3M	5.6%
Fidelity Invst Gr Bd Mutual Fund	Mutual Funds	—	—	$2.0M	4.8%
Fidelity Total Mkt Index Mutual Fund	Mutual Funds	—	—	$1.9M	4.6%
Fidelity Freedom 2040 Mutual Fund	Mutual Funds	—	—	$1.7M	4.1%
Fidelity Equity Income Mutual Fund	Mutual Funds	—	—	$1.5M	3.8%
Fidelity Govt MMkt Mutual Fund	Mutual Funds	—	—	$1.5M	3.7%
Fidelity Freedom 2030 Mutual Fund	Mutual Funds	—	—	$1.5M	3.7%
Fidelity Glb EX US Index Mutual Fund	Mutual Funds	—	—	$1.5M	3.7%
Fidelity OTC K6 Mutual Fund	Mutual Funds	—	—	$1.3M	3.2%
Fidelity Low Priced St K6 Mutual Fund	Mutual Funds	—	—	$1.3M	3.2%
Fidelity Freedom 2045 Mutual Fund	Mutual Funds	—	—	$1.1M	2.7%
Fidelity Freedom 2055 Mutual Fund	Mutual Funds	—	—	$1.1M	2.6%
Participants Notes Receivable Interest rates range from 5.25% to 10.50%	Bonds / Notes	—	—	$1.0M	2.5%
Fidelity Freedom 2050 Mutual Fund	Mutual Funds	—	—	$969K	2.4%
Fidelity Puritan Mutual Fund	Mutual Funds	—	—	$731K	1.8%
Fidelity US Bond Index Mutual Fund	Mutual Funds	—	—	$727K	1.8%
Fidelity Value Mutual Fund	Mutual Funds	—	—	$682K	1.7%
Fidelity Freedom 2060 Mutual Fund	Mutual Funds	—	—	$483K	1.2%
Fidelity Mid-Cap Stk Mutual Fund	Mutual Funds	—	—	$457K	1.1%
Fidelity Diversified Intl Mutual Fund	Mutual Funds	—	—	$440K	1.1%
Fidelity Real Estate Invs Mutual Fund	Mutual Funds	—	—	$352K	0.9%
Fidelity Freedom 2020 Mutual Fund	Mutual Funds	—	—	$282K	0.7%
Columbia Dividend Income A Mutual Fund	Other securities	—	—	$279K	0.7%
Fidelity Overseas Mutual Fund	Mutual Funds	—	—	$175K	0.4%
PIF Small Cap Stock Mutual Fund	Other securities	—	—	$163K	0.4%
Fidelity Freedom 2065 Mutual Fund	Mutual Funds	—	—	$144K	0.4%
AM Cent Sh Dur R5 Mutual Fund	Other securities	—	—	$114K	0.3%
Fidelity Freedom Income Mutual Fund	Mutual Funds	—	—	$100K	0.2%
Fidelity Small Cap Value Mutual Fund	Mutual Funds	—	—	$72K	0.2%
Fidelity Freedom 2010 Mutual Fund	Mutual Funds	—	—	$45K	0.1%
Fidelity Freedom 2015 Mutual Fund	Mutual Funds	—	—	$33K	<0.1%
Fidelity Intl Cap Appreciation K6 Mutual Fund	Mutual Funds	—	—	$21K	<0.1%