Cortese Chrysler Jeep Dodge 401(k) match, vesting and fees
What Cortese 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 | Empower Life & Annuity Insurance | Schedule C ↗ |
| Independent auditor | The Bonadio Group (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $13.6M at the end of plan year 2021 to $13.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 171 | $13.3M | $150K | $1,574 | 0.22% | Not published | Form 5500 ↗ |
| 2023 | 168 | $12.5M | $329K | $3,022 | 0.46% | Not published | Form 5500 ↗ |
| 2022 | 169 | $11.8M | $180K | $1,711 | 0.52% | Not published | Form 5500 ↗ |
| 2021 | 156 | $13.6M | $149K | $1,410 | 0.51% | Not published | Form 5500 ↗ |
Common questions
Does Cortese Chrysler Jeep Dodge match 401(k) contributions?
The match terms for the Cortese Dodge Inc 401(k) Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $150K in employer contributions, about $1,574 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cortese Chrysler Jeep Dodge 401(k) match vested?
The vesting schedule for the Cortese Dodge Inc 401(k) Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cortese Chrysler Jeep Dodge 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Life & Annuity Insurance. The plan administrator is Pentegra Services Inc..
I left Cortese 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 (Pentegra Services Inc., (844) 367-2848) or the recordkeeper, Empower Life & Annuity Insurance. The Cortese Chrysler Jeep Dodge old 401(k) page lists the contacts from every plan filing. Find an old Cortese Chrysler Jeep Dodge 401(k)
Data from the public Form 5500 annual reports Cortese 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 Cortese Chrysler Jeep Dodge. Not financial advice. Report a correction · Methodology