Dealerpolicy 401(k) match, vesting and fees
What Dealerpolicy'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 | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Uhy LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Plan history
Plan assets went from $5.5M at the end of plan year 2021 to $12M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 265 | $12M | $360K | $1,577 | 0.53% | Not published | Form 5500 ↗ |
| 2023 | 274 | $9.8M | $477K | $1,978 | 0.58% | Not published | Form 5500 ↗ |
| 2022 | 351 | $7.2M | $644K | $2,310 | 0.72% | Not published | Form 5500 ↗ |
| 2021 | 326 | $5.5M | $440K | $1,913 | 1.30% | Not published | Form 5500 ↗ |
Common questions
Does Dealerpolicy match 401(k) contributions?
The match terms for the Polly 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $360K in employer contributions, about $1,577 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Dealerpolicy 401(k) match vested?
The vesting schedule for the Polly 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Dealerpolicy 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is Dealerpolicy, Inc..
I left Dealerpolicy. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Dealerpolicy, Inc., (802) 338-0276) or the recordkeeper, Newport Group, Inc.. The Dealerpolicy old 401(k) page lists the contacts from every plan filing. Find an old Dealerpolicy 401(k)
Data from the public Form 5500 annual reports Dealerpolicy 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 Dealerpolicy. Not financial advice. Report a correction · Methodology