Westlie Motor 401(k) match, vesting and fees
What Westlie Motor'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 | Avantax Retirement Plan Services | Schedule C ↗ |
| Independent auditor | Brady Martz, 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 1,080 defined-contribution plans in retail trade with 100 to 499 participants.
| Westlie Motor: employer contribution per participant | $1,769 | |
| Peer median | $1,247 |
| Westlie Motor: average balance | $92,878 | |
| Peer median | $56,979 |
| Westlie Motor: admin expenses ÷ assets | 0.72% | |
| 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 $13.7M at the end of plan year 2021 to $13.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 212 | $13.9M | $265K | $1,769 | 0.72% | Not published | Form 5500 ↗ |
| 2024 | 204 | $11.3M | $303K | $2,049 | 0.65% | Not published | Form 5500 ↗ |
| 2023 | 202 | $9.5M | $295K | $1,912 | 0.76% | Not published | Form 5500 ↗ |
| 2022 | 218 | $7.4M | $253K | $1,337 | 0.38% | Not published | Form 5500 ↗ |
| 2021 | 209 | $13.7M | $189K | $1,276 | 0.68% | Not published | Form 5500 ↗ |
Common questions
Does Westlie Motor match 401(k) contributions?
The match terms for the Westlie Motor Company 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $265K in employer contributions, about $1,769 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Westlie Motor 401(k) match vested?
The vesting schedule for the Westlie Motor Company 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Westlie Motor 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Avantax Retirement Plan Services. The plan administrator is Westlie Motor Company.
I left Westlie Motor. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Westlie Motor Company, (701) 852-1354) or the recordkeeper, Avantax Retirement Plan Services. The Westlie Motor old 401(k) page lists the contacts from every plan filing. Find an old Westlie Motor 401(k)
Data from the public Form 5500 annual reports Westlie Motor 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 Westlie Motor. Not financial advice. Report a correction · Methodology