Hertrich Family of Automobile Dealers 401(k) match, vesting and fees
What Hertrich Family of Automobile Dealers' 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 | John Hancock Life 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 ↗ |
How the plan compares
Plan year 2024 medians for 479 defined-contribution plans in retail trade with 1,000 to 4,999 participants.
| Hertrich Family of Automobile Dealers: employer contribution per participant | $1,219 | |
| Peer median | $1,023 |
| Hertrich Family of Automobile Dealers: average balance | $41,636 | |
| Peer median | $43,395 |
| Hertrich Family of Automobile Dealers: admin expenses ÷ assets | 0.90% | |
| Peer median | 0.23% |
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 $31M at the end of plan year 2021 to $41.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,248 | $41.8M | $1.2M | $1,219 | 0.90% | Not published | Form 5500 ↗ |
| 2023 | 1,210 | $36.6M | $1.2M | $1,170 | 0.85% | Not published | Form 5500 ↗ |
| 2022 | 1,014 | $28.8M | $1.1M | $1,266 | 0.78% | Not published | Form 5500 ↗ |
| 2021 | 1,014 | $31M | $998K | $1,140 | 0.95% | Not published | Form 5500 ↗ |
Common questions
Does Hertrich Family of Automobile Dealers match 401(k) contributions?
The match terms for the Hertrich Family of Automobile Dealers 401 (K) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.2M in employer contributions, about $1,219 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hertrich Family of Automobile Dealers 401(k) match vested?
The vesting schedule for the Hertrich Family of Automobile Dealers 401 (K) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hertrich Family of Automobile Dealers 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Life Insurance Company. The plan administrator is Hertrich Family of Automobile Dealers.
I left Hertrich Family of Automobile Dealers. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hertrich Family of Automobile Dealers, (302) 629-4553) or the recordkeeper, John Hancock Life Insurance Company. The Hertrich Family of Automobile Dealers old 401(k) page lists the contacts from every plan filing. Find an old Hertrich Family of Automobile Dealers 401(k)
Data from the public Form 5500 annual reports Hertrich Family of Automobile Dealers 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 Hertrich Family of Automobile Dealers. Not financial advice. Report a correction · Methodology