· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SOARES AUTOMOTIVE INC. — SOARES AUTOMOTIVE INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250513130739NAL0040020178001
SOARES AUTOMOTIVE INC.
Form 5500-SF
FILING_RECEIVED
SOARES AUTOMOTIVE INC. 401(K) PLAN
401(k) retirement plan
Active participants
103
Accounts w/ balance
102
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
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
90
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
SOARES AUTOMOTIVE INC.
.
Find decision makers
Plan sponsor
Name
SOARES AUTOMOTIVE INC.
DBA
VICTORVILLE CHEVROLET VICTORVILLE CADILLAC
EIN
83-4059452
Address
15425 DOS PALMAS RD · VICTORVILLE, CA · 92392
Phone
(760) 955-4113
Industry
Retail Trade
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
2025-05-13
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)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
EL CENTRO MOTORS
EL CENTRO MOTORS 401(K) PLAN
$2.8M · 91 participants
S E & A AUTOMOTIVE, LLC
S E & A AUTOMOTIVE, LLC 401(K) PLAN
$2.8M · 283 participants
F40, LLC
GOMEZ HERMANOS KENNEDY, 1081.01 PROFIT SHARING PLAN
$2.8M · 105 participants
CLEMENT AUTO GROUP, LLC
CLEMENT AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN
$2.8M · 280 participants
LEGACY FORD
LEGACY FORD LINCOLN MERCURY 401 (K) P/S PLAN
$2.8M · 53 participants
100
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
COURTESY BUICK GMC, INC.
COURTESY BUICK GMC, INC. 401(K) PLAN
$2.8M · 45 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