Retirement plan

CANTON AUTO EXCHANGE, INC. 401(K) PLAN

Name: CANTON AUTO EXCHANGE, INC. - CANTON AUTO EXCHANGE, INC. 401(K) PLAN (2025) Form 5500
Creator: CANTON AUTO EXCHANGE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CANTON AUTO EXCHANGE, INC. 401(K) PLAN, CANTON AUTO EXCHANGE, INC.

CANTON AUTO EXCHANGE, INC.EIN 06-1400963Plan #002PY 2025

244 ALBANY TURNPIKE - CANTON, CT 06019860-693-1733cantonautoexchange.comLinkedIn1-10 employeesautomotive

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

+14.6% from 2024

Total participants

+18.2% from 2024

Average account balance

$132,664

-3.0% from 2024

Annual return

13.55%

+6.97 pp from 2024

Benchmarks

See 4,594 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort4,594 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.72M

Not enough data

1 years with asset history on file

Average account balance

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

$133K

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.

185.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+13.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$925

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 codes2E2F2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$12K

$1718 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.697%

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

$132,664

$156,616-15.3%

$133,346-0.5%

$198,609-33.2%

Participation rate

100.0%

77.7%+22.3pp

72.8%+27.2pp

82.4%+17.6pp

Annual return

13.55%

44.25%-30.7pp

36.85%-23.3pp

202.70%-189.1pp

Employer contribution / active EE

$2,246

$3,368-33.3%

$2,853-21.3%

$5,055-55.6%

Participant deferral / active EE

$4,920-100.0%

$4,332-100.0%

$6,977-100.0%

Admin fee / account holder

$925

$17,468-94.7%

$14,264-93.5%

$19,030-95.1%

CANTON AUTO EXCHANGE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CANTON AUTO EXCHANGE, INC. 401(K) 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