PB&J Automotive, Inc. DBA Tustin Mazda/Tustin Hyundai 401(k) match, vesting and fees

Plan year 2025 filingOc Auto Team 401k Plan · Plan 002 · EIN 16-1690678Updated Oct 2026

What PB&J Automotive, Inc. DBA Tustin Mazda/Tustin Hyundai's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $100K in employer contributions, about $370 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$31,490
Average account balance
297
Participants (end of year)
$8.5M
Plan assets (end of year)
0.18%
Admin expenses ÷ assets

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.

RecordkeeperTransamerica Life Insurance CompanySchedule C ↗
Independent auditorBerliner & Company (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 1,080 defined-contribution plans in retail trade with 100 to 499 participants.

PB&J Automotive, Inc. DBA Tustin Mazda/Tustin Hyundai: employer contribution per participant$370
Peer median$1,247
PB&J Automotive, Inc. DBA Tustin Mazda/Tustin Hyundai: average balance$31,490
Peer median$56,979
PB&J Automotive, Inc. DBA Tustin Mazda/Tustin Hyundai: admin expenses ÷ assets0.18%
Peer median0.43%

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 $4.2M at the end of plan year 2021 to $8.5M at the end of plan year 2025.

$4.2M2021$4.1M2022$5.5M2023$6.8M2024$8.5M2025
End-of-year figures from each plan year's Form 5500 filing for the PB&J Automotive, Inc. DBA Tustin Mazda/Tustin Hyundai plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025297$8.5M$100K$3700.18%Not publishedForm 5500 ↗
2024279$6.8M$120K$4720.16%Not publishedForm 5500 ↗
2023275$5.5M$121K$4840.13%Not publishedForm 5500 ↗
2022268$4.1M$132K$5360.14%Not publishedForm 5500 ↗
2021244$4.2M$130K$5990.24%Not publishedForm 5500 ↗

Common questions

Does PB&J Automotive, Inc. DBA Tustin Mazda/Tustin Hyundai match 401(k) contributions?

The match terms for the Oc Auto Team 401k Plan have not been published from its filing yet. The plan year 2025 filing reports $100K in employer contributions, about $370 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the PB&J Automotive, Inc. DBA Tustin Mazda/Tustin Hyundai 401(k) match vested?

The vesting schedule for the Oc Auto Team 401k Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the PB&J Automotive, Inc. DBA Tustin Mazda/Tustin Hyundai 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Transamerica Life Insurance Company. The plan administrator is Pb&J Automotive, Inc. DBA Tustin Mazda/Tustin Hyundai.

I left PB&J Automotive, Inc. DBA Tustin Mazda/Tustin Hyundai. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Pb&J Automotive, Inc. DBA Tustin Mazda/Tustin Hyundai, (714) 832-6222) or the recordkeeper, Transamerica Life Insurance Company. The PB&J Automotive, Inc. DBA Tustin Mazda/Tustin Hyundai old 401(k) page lists the contacts from every plan filing. Find an old PB&J Automotive, Inc. DBA Tustin Mazda/Tustin Hyundai 401(k)

Data from the public Form 5500 annual reports PB&J Automotive, Inc. DBA Tustin Mazda/Tustin Hyundai filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 PB&J Automotive, Inc. DBA Tustin Mazda/Tustin Hyundai. Not financial advice. Report a correction · Methodology