Back to filter
Original filing (PDF)20250613074451NAL0013474227001
CROWN MOTORS 2
Form 5500-SF
FILING_RECEIVED
CROWN MOTORS 2 401(K) PLAN
401(k) retirement plan
Active participants
90
Accounts w/ balance
15
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Knocking points off
- Only 17% as many balances as active participants — suggests many active employees aren't deferring.
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 CROWN MOTORS 2.
Plan sponsor
Name
CROWN MOTORS 2
EIN
68-0329913
Address
555 CYPRESS AVE · REDDING, CA · 96001
Phone
(530) 241-4321
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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-13
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Retail Trade plans
H&K CHEVY, BUICK, INC.
H & K CHEVY BUICK, INC 401(K) PLAN
$2.2M · 17 participants
BRAD MANNING FORD, INC.
BRAD MANNING FORD, INC. 401(K) PLAN
$2.2M · 63 participants
PALM SPRINGS V, INC.
PALM SPRINGS V, INC. 401(K) PLAN
$2.2M · 60 participants
OWATONNA MOTOR CO.
OWATONNA MOTOR CO. 401(K) PLAN
$2.2M · 38 participants
STERLING PONTIAC, BUICK, GMC, INC.
STERLING AUTO GROUP 401(K) PLAN
$2.2M · 90 participants
NISSAN OF GADSDEN, INC.
NISSAN OF GADSDEN RETIREMENT PLAN
$2.2M · 89 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
