Westbury Jeep Chrysler Dodge I 401(k) match, vesting and fees
What Westbury Jeep Chrysler Dodge I'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Trailbreaker Accounting PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 63 defined-contribution plans in real estate and rental and leasing with 500 to 999 participants.
| Westbury Jeep Chrysler Dodge I: employer contribution per participant | $517 | |
| Peer median | $1,856 |
| Westbury Jeep Chrysler Dodge I: average balance | $29,911 | |
| Peer median | $67,299 |
| Westbury Jeep Chrysler Dodge I: admin expenses ÷ assets | 0.65% | |
| Peer median | 0.21% |
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 $17.2M at the end of plan year 2021 to $27.7M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 981 | $27.7M | $480K | $517 | 0.65% | Not published | Form 5500 ↗ |
| 2024 | 843 | $20.6M | — | — | 0.61% | Not published | Form 5500 ↗ |
| 2023 | 1,325 | $18.8M | — | — | 0.66% | Not published | Form 5500 ↗ |
| 2022 | 1,067 | $15.5M | — | — | 0.56% | Not published | Form 5500 ↗ |
| 2021 | 925 | $17.2M | — | — | 0.57% | Not published | Form 5500 ↗ |
Common questions
Does Westbury Jeep Chrysler Dodge I match 401(k) contributions?
The match terms for the Westbury Jeep Chrysler Dodge I 401(k) Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2025 filing reports $480K in employer contributions, about $517 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Westbury Jeep Chrysler Dodge I 401(k) match vested?
The vesting schedule for the Westbury Jeep Chrysler Dodge I 401(k) Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Westbury Jeep Chrysler Dodge I 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Side by Side Financials, Inc.
I left Westbury Jeep Chrysler Dodge I. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Side by Side Financials, Inc, (212) 564-2464) or the recordkeeper, Principal Life Insurance Company. The Westbury Jeep Chrysler Dodge I old 401(k) page lists the contacts from every plan filing. Find an old Westbury Jeep Chrysler Dodge I 401(k)
Data from the public Form 5500 annual reports Westbury Jeep Chrysler Dodge I 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 Westbury Jeep Chrysler Dodge I. Not financial advice. Report a correction · Methodology