Kelley Automotive Group 401(k) match, vesting and fees
What Kelley 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 | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Atm & Company Cpa'S (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 502 defined-contribution plans in retail trade with 500 to 999 participants.
| Kelley Automotive Group: employer contribution per participant | $978 | |
| Peer median | $928 |
| Kelley Automotive Group: average balance | $42,383 | |
| Peer median | $40,685 |
| Kelley Automotive Group: admin expenses ÷ assets | 0.59% | |
| Peer median | 0.37% |
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 $24M at the end of plan year 2021 to $28M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 736 | $28M | $646K | $978 | 0.59% | Not published | Form 5500 ↗ |
| 2023 | 812 | $24.3M | $543K | $765 | 0.49% | Not published | Form 5500 ↗ |
| 2022 | 646 | $20.6M | $502K | $854 | 0.57% | Not published | Form 5500 ↗ |
| 2021 | 587 | $24M | $454K | $855 | 0.53% | Not published | Form 5500 ↗ |
Common questions
Does Kelley Automotive Group match 401(k) contributions?
The match terms for the Kelley Automotive Group, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $646K in employer contributions, about $978 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Kelley Automotive Group 401(k) match vested?
The vesting schedule for the Kelley Automotive Group, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Kelley Automotive Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is Kelley Automotive Group, LLC.
I left Kelley Automotive Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Kelley Automotive Group, LLC, (260) 434-4761) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The Kelley Automotive Group old 401(k) page lists the contacts from every plan filing. Find an old Kelley Automotive Group 401(k)
Data from the public Form 5500 annual reports Kelley 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 Kelley Automotive Group. Not financial advice. Report a correction · Methodology