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Sponsor portfolio

PETERSBURG MOTOR COMPANY DBA CARTER MYERS AUTOMOTIVE

EIN 54-0338910-Retail Trade-Latest filing 2025
Plans
3
Retirement
2
$84.0M assets
Welfare
1
$1.1M premiums
Participants
3,370
100 MYERS DRIVE - CHARLOTTESVILLE, VA 22901434-951-1000
Plans on this EIN
3 filings
#002ESOP-$46.3M - 1,093 part#003401k-$37.8M - 1,309 part#505Mixed-$1.1M - 1,251 lives

Retirement portfolio analytics

2 plans aggregated / $84.0M assets / 2,402 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • STOCK BONUS PLAN (#002)55%
  • SALARY DEFERRAL PLAN (#003)45%
Total $84.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SALARY DEFERRAL PLAN (#003)1,309
  • STOCK BONUS PLAN (#002)1,093
Total 2,402Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 1,251 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.1M
  • Short-term disability$1.1M
  • Long-term disability$1.1M
  • Other$1.1M
  • Vision$66K
Total $1.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA93%
  • AMERITAS LIFE INSURANCE CORP.6%
  • TRUSTMARK INSURANCE COMPANY1%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HILB GROUP OF NEW ENGLAND100%
Total $358K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CMA GROUP QUALIFIED STOCK BONUS PLAN

ESOP

Assets$46.3M
Participants1,093
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CMA GROUP SALARY DEFERRAL PLAN

401k

Assets$37.8M
Participants1,309
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

PETERSBURG MOTOR COMPANY INC DBA CARTER MYERS AUTOMOTIVE WELFARE BENEFIT PLAN

Mixed - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.1M
Covered lives1,251
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CMA GROUP QUALIFIED STOCK BONUS PLANESOP$46.3M1,0932024
003CMA GROUP SALARY DEFERRAL PLAN401k$37.8M1,3092025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505PETERSBURG MOTOR COMPANY INC DBA CARTER MYERS AUTOMOTIVE WELFARE BENEFIT PLANMixedGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$1.1M1,2512025
Retirement plans
Welfare plans
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