Original filing (PDF)20250703090726NAL0000560049001

O'STEEN MCCARD MOTORS INC

Name: O'STEEN MCCARD MOTORS INC — CASS BURCH DODGE JEEP RAM 401(K) PLAN, Form 5500 (2024)
Creator: O'STEEN MCCARD MOTORS INC

Form 5500-SF

FILING_RECEIVED

CASS BURCH DODGE JEEP RAM 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$865K

Net assets (EOY)

$865K

Plan health score

/ 100

Grade B

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

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for O'STEEN MCCARD MOTORS INC.

Plan sponsor

Name

O'STEEN MCCARD MOTORS INC

EIN

58-0952087

Address

PO BOX 998 · QUITMAN, GA · 31643

Phone

(229) 263-2277

Industry

Retail Tradesee all

Plan administrator

Name

NORTHEAST RETIREMENT SERVICES, LLC.

EIN

81-5140646

City

WOBURN, MA

Phone

(781) 983-5059

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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