Original filing (PDF)20250701104508NAL0012061345001

KOENIG INVESTMENT LLC DBA PURCHASE FORD LINCOLN

Name: KOENIG INVESTMENT LLC DBA PURCHASE FORD LINCOLN — PURCHASE FORD LINCOLN 401(K) PLAN, Form 5500 (2024)
Creator: KOENIG INVESTMENT LLC DBA PURCHASE FORD LINCOLN

Form 5500-SF

FILING_RECEIVED

PURCHASE FORD LINCOLN 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$330K

Net assets (EOY)

$330K

Plan health score

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

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th 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 KOENIG INVESTMENT LLC DBA PURCHASE FORD LINCOLN.

Plan sponsor

Name

KOENIG INVESTMENT LLC DBA PURCHASE FORD LINCOLN

EIN

81-3175588

Address

1352 HIGHWAY 45 NORTH · MAYFIELD, KY · 42066

Phone

(270) 247-9300

Industry

Retail Tradesee all

Plan administrator