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NORTH BAY FORD LINCOLN/MERCURY — NORTH BAY FORD SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250514182522NAL0030051184001
NORTH BAY FORD LINCOLN/MERCURY
Form 5500-SF
FILING_RECEIVED
NORTH BAY FORD SAVINGS PLAN
401(k) retirement plan
Active participants
32
Accounts w/ balance
16
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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
NORTH BAY FORD LINCOLN/MERCURY
.
Find decision makers
Plan sponsor
Name
NORTH BAY FORD LINCOLN/MERCURY
EIN
94-1424100
Address
1999 SOQUEL AVENUE · SANTA CRUZ, CA · 95060
Phone
(831) 457-5858
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
2025-05-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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
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GHABEN AUTO GROUP LLC
GHABEN AUTO GROUP 401(K) PLAN
$1.3M · 95 participants
80
Knocking points off
50% 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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
JORNS CHEVROLET OF KEWAUNEE, INC.
JORNS CHEVROLET OF KEWAUNEE, INC. 401(K) PLAN
$1.3M · 8 participants
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