Wagner & Wagner Auto Sales 401(k) match, vesting and fees
What Wagner & Wagner Auto Sales' 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 | Withum Smith & Brown (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Wagner & Wagner Auto Sales: employer contribution per participant | $946 | |
| Peer median | $1,216 |
| Wagner & Wagner Auto Sales: average balance | $49,695 | |
| Peer median | $50,590 |
| Wagner & Wagner Auto Sales: admin expenses ÷ assets | 0.43% | |
| 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 $9.2M at the end of plan year 2021 to $11.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 297 | $11.9M | $227K | $946 | 0.43% | Not published | Form 5500 ↗ |
| 2023 | 254 | $10.4M | $216K | $960 | 0.36% | Not published | Form 5500 ↗ |
| 2022 | 246 | $8.4M | $200K | $946 | 0.52% | Not published | Form 5500 ↗ |
| 2021 | 246 | $9.2M | $123K | $574 | 0.45% | Not published | Form 5500 ↗ |
Common questions
Does Wagner & Wagner Auto Sales match 401(k) contributions?
The match terms for the Wagner Motor Sales and Subsidiaries 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $227K in employer contributions, about $946 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wagner & Wagner Auto Sales 401(k) match vested?
The vesting schedule for the Wagner Motor Sales and Subsidiaries 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wagner & Wagner Auto Sales 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Wagner & Wagner Auto Sales, Inc..
I left Wagner & Wagner Auto Sales. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wagner & Wagner Auto Sales, Inc., (508) 581-5678) or the recordkeeper, Fidelity Investments Institutional. The Wagner & Wagner Auto Sales old 401(k) page lists the contacts from every plan filing. Find an old Wagner & Wagner Auto Sales 401(k)
Data from the public Form 5500 annual reports Wagner & Wagner Auto Sales 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 Wagner & Wagner Auto Sales. Not financial advice. Report a correction · Methodology