Sheehy Auto Stores 401(k) match, vesting and fees
What Sheehy Auto Stores' 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 | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Baker Tilly US 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 479 defined-contribution plans in retail trade with 1,000 to 4,999 participants.
| Sheehy Auto Stores: employer contribution per participant | $1,602 | |
| Peer median | $1,023 |
| Sheehy Auto Stores: average balance | $55,236 | |
| Peer median | $43,395 |
| Sheehy Auto Stores: admin expenses ÷ assets | 0.33% | |
| Peer median | 0.23% |
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 $109M at the end of plan year 2023 to $131M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,473 | $131M | $3.8M | $1,602 | 0.33% | Not published | Form 5500 ↗ |
| 2023 | 2,367 | $109M | $4.4M | $1,912 | 0.37% | Not published | Form 5500 ↗ |
Common questions
Does Sheehy Auto Stores match 401(k) contributions?
The match terms for the The Sheehy Organization 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $3.8M in employer contributions, about $1,602 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sheehy Auto Stores 401(k) match vested?
The vesting schedule for the The Sheehy Organization 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sheehy Auto Stores 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is ADP, Inc.. The plan administrator is Pentegra Services, Inc.
I left Sheehy Auto Stores. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pentegra Services, Inc, (844) 367-2848) or the recordkeeper, ADP, Inc.. The Sheehy Auto Stores old 401(k) page lists the contacts from every plan filing. Find an old Sheehy Auto Stores 401(k)
Data from the public Form 5500 annual reports Sheehy Auto Stores filed with the U.S. Department of Labor (plan years 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 Sheehy Auto Stores. Not financial advice. Report a correction · Methodology