· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ROBERT MCELROY LLC — ROBERT MCELROY LLC CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015141523NAL0002551891003
ROBERT MCELROY LLC
Form 5500-SF
FILING_RECEIVED
ROBERT MCELROY LLC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
17
Accounts w/ balance
10
Plan assets (EOY)
$637K
Net assets (EOY)
$637K
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
ROBERT MCELROY LLC
.
Find decision makers
Plan sponsor
Name
ROBERT MCELROY LLC
DBA
CARSON CAR WASH
EIN
83-3688157
Address
225 EAST CARSON STREET · CARSON, CA · 90745
Phone
(415) 887-8028
Industry
Other Services (ex. Public Admin)
see 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
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
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 providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
OPTIMA DEALER SERVICES INC
OPTIMA DEALER SERVICES 401(K) PLAN
$641K · 206 participants
GET 2 IT SALES, LLC
GET 2 IT SALES 401(K) PLAN
$632K · 3 participants
KH AUTOMOTIVE, LLC DBA SMI AUTOMOTIVE REPAIR
SMI AUTOMOTIVE REPAIR 401K PLAN
$641K · 11 participants
OBERMILLER & MILLER LLC, DBA MILLER TIRES AND SERVICE
MILLER TIRES AND SERVICE 401(K) PLAN
$629K · 22 participants
MR. R'S AUTO SALVAGE
MR. R'S AUTO SALVAGE 401K PLAN
80
Knocking points off
59% 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.
$645K · 1 participants
DENT DEFENSE GROUP
DENT DEFENSE GROUP 401(K) PLAN & TRUST
$628K · 11 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
