Kocourek Chevrolet 401(k) match, vesting and fees
What Kocourek Chevrolet'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 | Woodtrust Bank | Schedule C ↗ |
| Independent auditor | Wipfli, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Kocourek Chevrolet: employer contribution per participant | $1,437 | |
| Peer median | $1,216 |
| Kocourek Chevrolet: average balance | $75,019 | |
| Peer median | $50,590 |
| Kocourek Chevrolet: admin expenses ÷ assets | 0.50% | |
| 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 $14M at the end of plan year 2021 to $17.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 258 | $17.4M | $333K | $1,437 | 0.50% | Not published | Form 5500 ↗ |
| 2023 | 308 | $16M | $508K | $1,848 | 0.50% | Not published | Form 5500 ↗ |
| 2022 | 308 | $12.6M | $529K | $2,041 | 0.53% | Not published | Form 5500 ↗ |
| 2021 | 314 | $14M | $462K | $1,675 | 0.51% | Not published | Form 5500 ↗ |
Common questions
Does Kocourek Chevrolet match 401(k) contributions?
The match terms for the Kocourek 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $333K in employer contributions, about $1,437 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Kocourek Chevrolet 401(k) match vested?
The vesting schedule for the Kocourek 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Kocourek Chevrolet 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Woodtrust Bank. The plan administrator is Kocourek Chevrolet, Inc..
I left Kocourek Chevrolet. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Kocourek Chevrolet, Inc., (715) 298-3673) or the recordkeeper, Woodtrust Bank. The Kocourek Chevrolet old 401(k) page lists the contacts from every plan filing. Find an old Kocourek Chevrolet 401(k)
Data from the public Form 5500 annual reports Kocourek Chevrolet 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 Kocourek Chevrolet. Not financial advice. Report a correction · Methodology