Original filing (PDF)20251013112627NAL0000535027003

NAVARRE CHEVROLET, INC. BILLY NAVARRE CHEVROLET OF LAKE CHARLES

Name: NAVARRE CHEVROLET, INC. BILLY NAVARRE CHEVROLET OF LAKE CHARLES — BILLY NAVARRE CHEVROLET 401(K) PLAN, Form 5500 (2024)
Creator: NAVARRE CHEVROLET, INC. BILLY NAVARRE CHEVROLET OF LAKE CHARLES

Form 5500

FILING_RECEIVED

BILLY NAVARRE CHEVROLET 401(K) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

314

Accounts w/ balance

273

Plan assets (EOY)

$13.7M

Net assets (EOY)

$13.7M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NAVARRE CHEVROLET, INC. BILLY NAVARRE CHEVROLET OF LAKE CHARLES.

Plan sponsor

Name

NAVARRE CHEVROLET, INC. BILLY NAVARRE CHEVROLET OF LAKE CHARLES

EIN

72-0943233

Address

1310 EAST COLLEGE STREET · LAKE CHARLES, LA · 70607

Phone

(337) 310-6653

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

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)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
NOVA 401(K) ASSOCIATES	—	HOUSTON, TX	CONTRACT ADMIN	$14K	—

Investments

1 pooled fund· $13.1M(96% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000	Common Collective Trust	$13.1M	96.1%

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