Original filing (PDF)20250807153451NAL0003822161001

TARBELL AUTOMOTIVE, INC. DBA HERITAGE BUICK GMC

Name: TARBELL AUTOMOTIVE, INC. DBA HERITAGE BUICK GMC — HERITAGE BUICK GMC 401(K) PLAN, Form 5500 (2024)
Creator: TARBELL AUTOMOTIVE, INC. DBA HERITAGE BUICK GMC

Form 5500-SF

FILING_RECEIVED

HERITAGE BUICK GMC 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 TARBELL AUTOMOTIVE, INC. DBA HERITAGE BUICK GMC.

Plan sponsor

Name

TARBELL AUTOMOTIVE, INC. DBA HERITAGE BUICK GMC

EIN

90-0945771

Address

930 E INTERSTATE 30 · ROCKWALL, TX · 750874823

Phone

(972) 284-7640

Industry

Retail Tradesee 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

2025-08-07

Pension benefit codes

2F · ERISA section 404(c)

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

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