DSR Auto Management 401(k) match, vesting and fees
What DSR Auto Management'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 Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Withum Smith & Brown PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| DSR Auto Management: employer contribution per participant | $1,287 | |
| Peer median | $1,216 |
| DSR Auto Management: average balance | $47,903 | |
| Peer median | $50,590 |
| DSR Auto Management: admin expenses ÷ assets | 0.62% | |
| 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 $7.8M at the end of plan year 2022 to $13.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 538 | $13.2M | $355K | $1,287 | 0.62% | Not published | Form 5500 ↗ |
| 2023 | 423 | $10.2M | $294K | $1,130 | 0.75% | Not published | Form 5500 ↗ |
| 2022 | 315 | $7.8M | $232K | $1,174 | 1.38% | Not published | 5500-SF ↗ |
Common questions
Does DSR Auto Management match 401(k) contributions?
The match terms for the Dsr Auto Management 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $355K in employer contributions, about $1,287 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the DSR Auto Management 401(k) match vested?
The vesting schedule for the Dsr Auto Management 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the DSR Auto Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Compass 360, LLC.
I left DSR Auto Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Compass 360, LLC, (603) 778-9920) or the recordkeeper, Empower Annuity Insurance Company. The DSR Auto Management old 401(k) page lists the contacts from every plan filing. Find an old DSR Auto Management 401(k)
Data from the public Form 5500 annual reports DSR Auto Management filed with the U.S. Department of Labor (plan years 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 DSR Auto Management. Not financial advice. Report a correction · Methodology