· 2022–2024 · DOL EFAST2

O'STEEN McCard Motors Inc. — CASS Burch Dodge Jeep, Form 5500 (2025)

Original filing (PDF)20260721120824NAL0010720673001

O'STEEN McCard Motors Inc.

Form 5500-SF

FILING_RECEIVED

CASS Burch Dodge Jeep RAM 401(k) Plan

401(k) retirement plan · O'STEEN McCard Motors Inc.'s CASS Burch Dodge Jeep RAM 401(k) Plan held $931K in plan assets for 39 participants in 2025.

Active participants

39

Accounts w/ balance

13

Plan assets (EOY)

$931K

Net assets (EOY)

$931K

Plan health score

Top-tier plan health

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

59

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for O'STEEN MCCARD MOTORS INC.

Plan sponsor

Name

O'STEEN MCCARD MOTORS INC

EIN

58-0952087all filings

Address

PO BOX 998 · QUITMAN, GA · 31643

Phone

(229) 263-2277

Industry

Retail Trade

Plan administrator

Name

NORTHEAST RETIREMENT SERVICES, LLC

EIN

81-5140646

City

WOBURN, MA

Phone

(781) 983-5059

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-21

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

Related plans

Similar-size Retail Trade plans

ESK Investments, Inc. DBA Northland Chrysler Dodge Jeep RAM

Northland Chrysler Dodge Jeep RAM 401(k) Plan

$932K · 44 participants

LES Stanford Buick GMC

LES Stanford Buick GMC 401(k) Retirement Plan

$931K · 59 participants

AFC-RRD 401(k) Plan

$932K · 45 participants

Tucks Trucks, Inc.

TUCK'S Trucks, Inc.401(k) Plan

$930K · 15 participants

Wahlstrom Ford, Inc.

Wahlstrom Ford, Inc. 401(k) Plan

$930K · 12 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.