Schaller Auto World 401(k) match, vesting and fees
What Schaller Auto World'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 & Smith | Schedule C ↗ |
| Independent auditor | Clifton Larson Allen 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.
| Schaller Auto World: employer contribution per participant | $2,290 | |
| Peer median | $1,216 |
| Schaller Auto World: average balance | $77,112 | |
| Peer median | $50,590 |
| Schaller Auto World: admin expenses ÷ assets | 0.26% | |
| 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 $8.6M at the end of plan year 2021 to $10M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 141 | $10M | $298K | $2,290 | 0.26% | Not published | Form 5500 ↗ |
| 2023 | 134 | $8.7M | $276K | $2,318 | 0.17% | Not published | Form 5500 ↗ |
| 2022 | 144 | $7.5M | $222K | $1,930 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 155 | $8.6M | $210K | $2,120 | 0.09% | Not published | Form 5500 ↗ |
Common questions
Does Schaller Auto World match 401(k) contributions?
The match terms for the Schaller Auto World, Inc. Salary Deferral 401(k) Profit Sharing P have not been published from its filing yet. The plan year 2024 filing reports $298K in employer contributions, about $2,290 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Schaller Auto World 401(k) match vested?
The vesting schedule for the Schaller Auto World, Inc. Salary Deferral 401(k) Profit Sharing P is not in the data published so far. Your Summary Plan Description states it.
Who manages the Schaller Auto World 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch Pierce Fenner & Smith. The plan administrator is Schaller Auto World, Inc..
I left Schaller Auto World. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Schaller Auto World, Inc., (860) 826-2019) or the recordkeeper, Merrill Lynch Pierce Fenner & Smith. The Schaller Auto World old 401(k) page lists the contacts from every plan filing. Find an old Schaller Auto World 401(k)
Data from the public Form 5500 annual reports Schaller Auto World 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 Schaller Auto World. Not financial advice. Report a correction · Methodology