How big is Courtesy Auto Group's plan?

Courtesy Auto Group's plan reported $8.0M in assets and 170 participants for 2024.

Original filing (PDF)20250916174558NAL0002223489001

Courtesy Auto Group

Name: Courtesy Auto Group — Courtesy Auto Group 401(k), Form 5500 (2024)
Creator: Courtesy Auto Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Courtesy Auto Group 401(k) Retirement Plan

401(k) retirement plan · Courtesy Auto Group's Courtesy Auto Group 401(k) Retirement Plan held $8.0M in plan assets for 170 participants in 2024.

Signals · 1

No auditor on file

Active participants

170

Accounts w/ balance

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

Plan identifiers

Courtesy Auto Group's EIN is 84-1058308.

EIN 84-1058308

Plan number 001

Plan year 2024

ACK ID 20250916174558NAL0002223489001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Courtesy Auto Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Courtesy Auto Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COURTESY AUTO GROUP.

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score