Original filing (PDF)20250515092313NAL0014676915001

ED BOZARTH CHEVROLET AND BUICK, INC

Name: ED BOZARTH CHEVROLET AND BUICK, INC — ED BOZARTH CHEVROLET AND BUICK, INC. 401(K) PLAN, Form 5500 (2024)
Creator: ED BOZARTH CHEVROLET AND BUICK, INC

Form 5500-SF

FILING_RECEIVED

ED BOZARTH CHEVROLET AND BUICK, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ED BOZARTH CHEVROLET AND BUICK, INC.

Plan sponsor

Name

ED BOZARTH CHEVROLET AND BUICK, INC

EIN

84-1217237

Address

2595 HWY 6 AND 50 · GRAND JUNCTION, CO · 81501

Phone

(970) 248-5502

Industry

Retail Tradesee all

Plan administrator

Name

NORTHEAST RETIREMENT SERVICES, LLC

EIN

81-5140646

City

WOBURN, MA

Phone

(781) 983-5059

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-15

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

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