Holman Automotive Group 401(k) match, vesting and fees
What Holman Automotive Group'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Bdo USA, PC (unmodified opinion) | 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 77 defined-contribution plans in retail trade with 5,000 to 9,999 participants.
| Holman Automotive Group: employer contribution per participant | $1,425 | |
| Peer median | $1,272 |
| Holman Automotive Group: average balance | $90,363 | |
| Peer median | $49,447 |
| Holman Automotive Group: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.15% |
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 $552M at the end of plan year 2021 to $689M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 8,019 | $689M | $10.9M | $1,425 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 7,627 | $588M | $10.2M | $1,399 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 7,177 | $474M | $9.1M | $1,314 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 6,664 | $552M | $7.7M | $1,185 | 0.08% | Not published | Form 5500 ↗ |
Other Holman Automotive Group plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Holman Enterprises Puerto Rico Retirement Plan
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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Pension Plan of Holman Enterprises
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.
| Independent auditor | Bdo USA, PC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Holman Automotive Group match 401(k) contributions?
The match terms for the Holman Enterprises Supplemental Retirement and Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $10.9M in employer contributions, about $1,425 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Holman Automotive Group 401(k) match vested?
The vesting schedule for the Holman Enterprises Supplemental Retirement and Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Holman Automotive Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Holman Automotive Group, Inc..
I left Holman Automotive Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Holman Automotive Group, Inc., (856) 663-5200) or the recordkeeper, Fidelity Investments Institutional. The Holman Automotive Group old 401(k) page lists the contacts from every plan filing. Find an old Holman Automotive Group 401(k)
Data from the public Form 5500 annual reports Holman Automotive Group 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 Holman Automotive Group. Not financial advice. Report a correction · Methodology