Retirement plan

ROLLS AUTO SALES 401(K) PLAN

Name: MILIS AUTO CENTER, INC. D/B/A ROLLS AUTO SALES - ROLLS AUTO SALES 401(K) PLAN (2025) Form 5500
Creator: MILIS AUTO CENTER, INC. D/B/A ROLLS AUTO SALES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROLLS AUTO SALES 401(K) PLAN, MILIS AUTO CENTER, INC. D/B/A ROLLS AUTO SALES

MILIS AUTO CENTER, INC. D/B/A ROLLS AUTO SALESEIN 23-2703005Plan #001PY 2025

6547 FRANKFORD AVE - PHILADELPHIA, PA 19135215-333-8856

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$614K

+50.0% from 2024

Total participants

+37.5% from 2024

Average account balance

$29,252

+14.3% from 2024

Annual return

18.93%

+6.78 pp from 2024

Benchmarks

See 10,223 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort10,223 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$614K

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

161.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$157K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+18.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1689

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$35K

$2728 / participant

Other / not subdivided$35K100.0%

% of EOY assets

5.773%

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

$29,252

$124,980-76.6%

$108,359-73.0%

$154,746-81.1%

Participation rate

92.3%

75.2%+17.1pp

70.1%+22.2pp

80.7%+11.6pp

Annual return

18.93%

45.00%-26.1pp

36.89%-18.0pp

172.34%-153.4pp

Employer contribution / active EE

$3,406

$2,851+19.5%

$2,399+42.0%

$4,379-22.2%

Participant deferral / active EE

$8,705

$4,743+83.5%

$4,137+110.4%

$6,730+29.3%

Admin fee / account holder

$1,689

$11,502-85.3%

$9,741-82.7%

$14,365-88.2%

ROLLS AUTO SALES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROLLS AUTO SALES 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