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TALLY HOE AUTOMOTIVE ENTERPRIS — TALLY HOE AUTOMOTIVE ENTERPRIS 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250410184600NAL0036289184001
TALLY HOE AUTOMOTIVE ENTERPRIS
Form 5500-SF
FILING_RECEIVED
TALLY HOE AUTOMOTIVE ENTERPRIS 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
15
Accounts w/ balance
10
Plan assets (EOY)
$687K
Net assets (EOY)
$687K
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TALLY HOE AUTOMOTIVE ENTERPRIS
.
Find decision makers
Plan sponsor
Name
TALLY HOE AUTOMOTIVE ENTERPRIS
EIN
77-0530073
Address
550 E FRANKLIN ST · MONTEREY, CA · 939403011
Phone
(831) 717-2911
Industry
Other Services (ex. Public Admin)
see all
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
2025-04-10
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
ELMER & SON LOCKSMITH, INC.
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MEDLEYS BRAKE & SAFETY PARTS 401(K) PROFIT SHARING PLAN & TRUST
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AIRWAVE COMMUNICATIONS ENTERPRISES, INC.
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AUTOMOTIVE RESTORATIONS INC
AUTOMOTIVE RESTORATIONS INC. 401K PLAN
80
Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$684K · 24 participants
GARLICK'S CBRF, INC.
GARLICK'S CBRF, INC., 401(K) PLAN AND TRUST
$684K · 28 participants
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