Retirement plan

WESTBURY JEEP CHRYSLER DODGE I 401(K) PROFIT SHARING PLAN AND TRUST

Name: WESTBURY JEEP CHRYSLER DODGE I - WESTBURY JEEP CHRYSLER DODGE I 401(K) PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: WESTBURY JEEP CHRYSLER DODGE I
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WESTBURY JEEP CHRYSLER DODGE I 401(K) PROFIT SHARING PLAN AND TRUST, WESTBURY JEEP CHRYSLER DODGE I

WESTBURY JEEP CHRYSLER DODGE IEIN 11-2288005Plan #001PY 2025

111 BOND STREET - WESTBURY, NY 11590516-348-0479westburyjeep.comLinkedIn51-200 employeesautomotive

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$27.7M

+32.5% from 2024

Total participants

981

+16.4% from 2024

Average account balance

$29,911

-60.1% from 2024

Annual return

14.91%

+0.12 pp from 2024

Benchmarks

See 68 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants250-999

Cohort68 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$27.73M

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

927

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.

94.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.20M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$168

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY8 years Service code 13 · EIN 42-0127290	Contract Administrator	$62,465
MERRILL LYNCH PIERCE FENNER & SMITH8 years Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085	Pension Consulting	$49,888
ORENDA RETIREMENT, LLC8 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979	Contract Administrator	$43,675
ORENDA RETIREMENT, LLC8 years Service code 13	Contract Administrator	$7,705

Plan features & details

Pension benefit codes2E2J2F2G3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$156K

$171 / participant

Investment mgmt$16K10.2%
Contract admin$106K68.0%
Other / not subdivided$34K21.8%

% of EOY assets

0.562%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: TRAILBREAKER ACCOUNTING PLLC
Auditor EIN: 393265760
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,911

$63,690-53.0%

$163,379-81.7%

$71,012-57.9%

Participation rate

94.1%

47.6%+46.5pp

76.8%+17.2pp

58.6%+35.5pp

Annual return

14.91%

21.56%-6.6pp

63.41%-48.5pp

37.67%-22.8pp

Employer contribution / active EE

$527

$1,703-69.1%

$3,752-86.0%

$2,348-77.6%

Participant deferral / active EE

$5,187

$3,160+64.2%

$6,282-17.4%

$3,246+59.8%

Admin fee / account holder

$168

$1,298-87.0%

$9,818-98.3%

$1,167-85.6%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY8 years

Service code 13 · EIN 42-0127290

Contract Administrator

$62,465

MERRILL LYNCH PIERCE FENNER & SMITH8 years

Filed as: MERRILL LYNCH

Service code 17 · EIN 13-5674085

Pension Consulting

$49,888

ORENDA RETIREMENT, LLC8 years

Filed as: ORENDA RETIREMENT LLC

Service code 13 · EIN 36-4877979

Contract Administrator

$43,675

ORENDA RETIREMENT, LLC8 years

Service code 13

Contract Administrator

$7,705

WESTBURY JEEP CHRYSLER DODGE I 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WESTBURY JEEP CHRYSLER DODGE I 401(K) PROFIT SHARING PLAN AND TRUST

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