Warren Henry Automobiles 401(k) match, vesting and fees
What Warren Henry Automobiles' 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 | UBS Financial Services, Inc. | Schedule C ↗ |
| Independent auditor | Bdo USA P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 502 defined-contribution plans in retail trade with 500 to 999 participants.
| Warren Henry Automobiles: employer contribution per participant | $792 | |
| Peer median | $928 |
| Warren Henry Automobiles: average balance | $34,097 | |
| Peer median | $40,685 |
| Warren Henry Automobiles: admin expenses ÷ assets | 0.27% | |
| Peer median | 0.37% |
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 $11.7M at the end of plan year 2021 to $19.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 625 | $19.6M | $456K | $792 | 0.27% | Not published | Form 5500 ↗ |
| 2023 | 580 | $14.8M | $439K | $812 | 0.30% | Not published | Form 5500 ↗ |
| 2022 | 507 | $11.2M | $374K | $797 | 0.31% | Not published | Form 5500 ↗ |
| 2021 | 457 | $11.7M | $334K | $810 | 0.30% | Not published | Form 5500 ↗ |
Common questions
Does Warren Henry Automobiles match 401(k) contributions?
The match terms for the Warren Henry Automobiles, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $456K in employer contributions, about $792 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Warren Henry Automobiles 401(k) match vested?
The vesting schedule for the Warren Henry Automobiles, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Warren Henry Automobiles 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is UBS Financial Services, Inc.. The plan administrator is Warren Henry Automobiles, Inc..
I left Warren Henry Automobiles. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Warren Henry Automobiles, Inc., (305) 690-6133) or the recordkeeper, UBS Financial Services, Inc.. The Warren Henry Automobiles old 401(k) page lists the contacts from every plan filing. Find an old Warren Henry Automobiles 401(k)
Data from the public Form 5500 annual reports Warren Henry Automobiles 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 Warren Henry Automobiles. Not financial advice. Report a correction · Methodology