Retirement plan

MARIO D'ADDARIO BUICK, INC. 401(K) PROFIT SHARING PLAN

Name: MARIO D'ADDARIO BUICK, INC. - MARIO D'ADDARIO BUICK, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: MARIO D'ADDARIO BUICK, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARIO D'ADDARIO BUICK, INC. 401(K) PROFIT SHARING PLAN, MARIO D'ADDARIO BUICK, INC.

MARIO D'ADDARIO BUICK, INC.EIN 06-0846414Plan #001PY 2025

329 BRIDGEPORT AVENUE - SHELTON, CT 06484203-929-5391LinkedIn1-10 employeesretail

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.7M

+18.9% from 2024

Total participants

-20.2% from 2024

Average account balance

$62,245

+54.8% from 2024

Annual return

14.24%

+2.29 pp from 2024

Benchmarks

See 2,304 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort2,304 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.73M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$62K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

111.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$373K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.24%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$2489

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$189K

$2782 / participant

Other / not subdivided$189K100.0%

% of EOY assets

3.999%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$62,245

$77,574-19.8%

$108,753-42.8%

$86,983-28.4%

Participation rate

95.6%

62.3%+33.3pp

71.1%+24.5pp

69.5%+26.0pp

Annual return

14.24%

18.42%-4.2pp

37.47%-23.2pp

25.83%-11.6pp

Employer contribution / active EE

$736

$1,611-54.3%

$2,427-69.7%

$2,584-71.5%

Participant deferral / active EE

$4,750

$3,128+51.8%

$4,115+15.4%

$4,194+13.3%

Admin fee / account holder

$2,489

$6,529-61.9%

$10,320-75.9%

$7,856-68.3%

MARIO D'ADDARIO BUICK, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARIO D'ADDARIO BUICK, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion