Bill Luke Chrysler Jeep & Dodge 401(k) match, vesting and fees
What Bill Luke Chrysler Jeep & Dodge's 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 | Sentry Life Insurance Company | 2023 Schedule C ↗ |
| Independent auditor | Schumann Adriano & Company PLLC (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Bill Luke Chrysler Jeep & Dodge: employer contribution per participant | $305 | |
| Peer median | $1,216 |
| Bill Luke Chrysler Jeep & Dodge: average balance | $48,647 | |
| Peer median | $50,590 |
| Bill Luke Chrysler Jeep & Dodge: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.43% |
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 $10.5M at the end of plan year 2021 to $10.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 487 | $10.9M | $69K | $305 | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 427 | $9.7M | $74K | $356 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 400 | $9M | $81K | $388 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 414 | $10.5M | $87K | $404 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does Bill Luke Chrysler Jeep & Dodge match 401(k) contributions?
The match terms for the Bill Luke Chrysler Jeep & Dodge, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $69K in employer contributions, about $305 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bill Luke Chrysler Jeep & Dodge 401(k) match vested?
The vesting schedule for the Bill Luke Chrysler Jeep & Dodge, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bill Luke Chrysler Jeep & Dodge 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Sentry Life Insurance Company. The plan administrator is Bill Luke Chrysler Jeep & Dodge Inc.
I left Bill Luke Chrysler Jeep & Dodge. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bill Luke Chrysler Jeep & Dodge Inc, (602) 242-4600) or the recordkeeper, Sentry Life Insurance Company. The Bill Luke Chrysler Jeep & Dodge old 401(k) page lists the contacts from every plan filing. Find an old Bill Luke Chrysler Jeep & Dodge 401(k)
Data from the public Form 5500 annual reports Bill Luke Chrysler Jeep & Dodge 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 Bill Luke Chrysler Jeep & Dodge. Not financial advice. Report a correction · Methodology