Mutz Motors Limited Partnership 401(k) match, vesting and fees
What Mutz Motors Limited Partnership'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 | Wall Titus, LLC (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.
| Mutz Motors Limited Partnership: employer contribution per participant | $1,022 | |
| Peer median | $1,216 |
| Mutz Motors Limited Partnership: average balance | $30,103 | |
| Peer median | $50,590 |
| Mutz Motors Limited Partnership: admin expenses ÷ assets | 0.73% | |
| 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 $6.4M at the end of plan year 2021 to $9.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 417 | $9.8M | $333K | $1,022 | 0.73% | Not published | Form 5500 ↗ |
| 2023 | 336 | $7.8M | $299K | $1,119 | 0.86% | Not published | Form 5500 ↗ |
| 2022 | 317 | $5.8M | $320K | $1,296 | 0.78% | Not published | Form 5500 ↗ |
| 2021 | 255 | $6.4M | $249K | $1,045 | 0.81% | Not published | Form 5500 ↗ |
Common questions
Does Mutz Motors Limited Partnership match 401(k) contributions?
The match terms for the Lakeland Automall 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $333K in employer contributions, about $1,022 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mutz Motors Limited Partnership 401(k) match vested?
The vesting schedule for the Lakeland Automall 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mutz Motors Limited Partnership 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Mutz Motors Limited Partnership.
I left Mutz Motors Limited Partnership. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mutz Motors Limited Partnership, (863) 682-1100) or the recordkeeper, Fidelity Investments Institutional. The Mutz Motors Limited Partnership old 401(k) page lists the contacts from every plan filing. Find an old Mutz Motors Limited Partnership 401(k)
Data from the public Form 5500 annual reports Mutz Motors Limited Partnership 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 Mutz Motors Limited Partnership. Not financial advice. Report a correction · Methodology