Retirement plan

GM FINANCIAL GROUP LIMITED, INC. 401(K) PLAN

Name: GM FINANCIAL GROUP LIMITED, INC. - GM FINANCIAL GROUP LIMITED, INC. 401(K) PLAN (2024) Form 5500
Creator: GM FINANCIAL GROUP LIMITED, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GM FINANCIAL GROUP LIMITED, INC. 401(K) PLAN, GM FINANCIAL GROUP LIMITED, INC.

GM FINANCIAL GROUP LIMITED, INC.EIN 20-1540628Plan #001PY 2024

399 WEST PALMETTO PARK ROAD, SUITE 102 - BOCA RATON, FL 33432954-428-8899

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.6M

+23.5% from 2023

Total participants

+9.1% from 2023

Average account balance

$130,253

+13.2% from 2023

Annual return

15.40%

+0.77 pp from 2023

Benchmarks

See 143,415 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,415 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.56M

Not enough data

1 years with asset history on file

Average account balance

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

$130K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$102K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+15.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$130,253

$160,070-18.6%

$147,117-11.5%

$145,897-10.7%

Participation rate

100.0%

84.0%+16.0pp

82.2%+17.8pp

80.3%+19.7pp

Annual return

15.40%

98.69%-83.3pp

420.54%-405.1pp

552.29%-536.9pp

Employer contribution / active EE

$3,752

$5,285-29.0%

$4,932-23.9%

$4,663-19.5%

Participant deferral / active EE

$7,635

$8,419-9.3%

$8,065-5.3%

$6,689+14.1%

Admin fee / account holder

$15,035-100.0%

$12,993-100.0%

$13,390-100.0%

GM FINANCIAL GROUP LIMITED, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GM FINANCIAL GROUP LIMITED, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion