Daniel Martin, Inc. DBA Wilkie Lexus & Lexus of Chester Springs 401(k) match, vesting and fees
What Daniel Martin, Inc. DBA Wilkie Lexus & Lexus of Chester Springs' 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 | Nationwide | Schedule C ↗ |
| Independent auditor | Pension Assurance 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 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Daniel Martin, Inc. DBA Wilkie Lexus & Lexus of Chester Springs: employer contribution per participant | $2,516 | |
| Peer median | $1,216 |
| Daniel Martin, Inc. DBA Wilkie Lexus & Lexus of Chester Springs: average balance | $108,749 | |
| Peer median | $50,590 |
| Daniel Martin, Inc. DBA Wilkie Lexus & Lexus of Chester Springs: admin expenses ÷ assets | 0.07% | |
| 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 $16.2M at the end of plan year 2021 to $18.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 169 | $18.2M | $420K | $2,516 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 172 | $16.7M | $441K | $2,594 | 0.66% | Not published | Form 5500 ↗ |
| 2022 | 173 | $13.7M | $398K | $2,311 | 0.12% | Not published | Form 5500 ↗ |
| 2021 | 176 | $16.2M | $541K | $3,109 | 0.06% | Not published | Form 5500 ↗ |
Common questions
Does Daniel Martin, Inc. DBA Wilkie Lexus & Lexus of Chester Springs match 401(k) contributions?
The match terms for the Wilkie Lexus 401k Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $420K in employer contributions, about $2,516 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Daniel Martin, Inc. DBA Wilkie Lexus & Lexus of Chester Springs 401(k) match vested?
The vesting schedule for the Wilkie Lexus 401k Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Daniel Martin, Inc. DBA Wilkie Lexus & Lexus of Chester Springs 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Nationwide. The plan administrator is Daniel Martin, Inc. DBA Wilkie Lexus.
I left Daniel Martin, Inc. DBA Wilkie Lexus & Lexus of Chester Springs. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Daniel Martin, Inc. DBA Wilkie Lexus, (610) 525-0900) or the recordkeeper, Nationwide. The Daniel Martin, Inc. DBA Wilkie Lexus & Lexus of Chester Springs old 401(k) page lists the contacts from every plan filing. Find an old Daniel Martin, Inc. DBA Wilkie Lexus & Lexus of Chester Springs 401(k)
Data from the public Form 5500 annual reports Daniel Martin, Inc. DBA Wilkie Lexus & Lexus of Chester Springs 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 Daniel Martin, Inc. DBA Wilkie Lexus & Lexus of Chester Springs. Not financial advice. Report a correction · Methodology