Balise Motor Sales 401(k) match, vesting and fees
What Balise Motor Sales' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Sentinel Benefits Group, Inc. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 502 defined-contribution plans in retail trade with 500 to 999 participants.
| Balise Motor Sales: employer contribution per participant | $897 | |
| Peer median | $928 |
| Balise Motor Sales: average balance | $64,093 | |
| Peer median | $40,685 |
| Balise Motor Sales: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.37% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $36.2M at the end of plan year 2021 to $44.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,435 | $44.9M | $629K | $897 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 1,339 | $38.3M | $617K | $957 | 0.10% | Not published | Form 5500 ↗ |
| 2022 | 1,246 | $31.8M | $625K | $1,033 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 1,217 | $36.2M | $558K | $859 | 0.08% | Not published | Form 5500 ↗ |
Common questions
Does Balise Motor Sales match 401(k) contributions?
The match terms for the Balise Motor Sales Company 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $629K in employer contributions, about $897 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Balise Motor Sales 401(k) match vested?
The vesting schedule for the Balise Motor Sales Company 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Balise Motor Sales 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Sentinel Benefits Group, Inc.. The plan administrator is Balise Motor Sales Company.
I left Balise Motor Sales. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Balise Motor Sales Company, (413) 733-8604) or the recordkeeper, Sentinel Benefits Group, Inc.. The Balise Motor Sales old 401(k) page lists the contacts from every plan filing. Find an old Balise Motor Sales 401(k)
Data from the public Form 5500 annual reports Balise Motor Sales filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Balise Motor Sales. Not financial advice. Report a correction · Methodology