Retirement plan

FRESNO CLOVIS CHRYSLER 401(K) PLAN

Name: FRESNO CHRYSLER DODGE JEEP, INC. - FRESNO CLOVIS CHRYSLER 401(K) PLAN (2024) Form 5500
Creator: FRESNO CHRYSLER DODGE JEEP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FRESNO CLOVIS CHRYSLER 401(K) PLAN, FRESNO CHRYSLER DODGE JEEP, INC.

FRESNO CHRYSLER DODGE JEEP, INC.EIN 77-0079966Plan #001PY 2024

6162 N. BLACKSTONE AVENUE - FRESNO, CA 93710559-431-4000fresnochryslerjeep.comLinkedIn11-50 employeesautomotive

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$4.8M

+19.4% from 2023

Total participants

-5.6% from 2023

Average account balance

$78,223

+25.3% from 2023

Annual return

13.29%

-6.16 pp from 2023

Benchmarks

See 9,342 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,342 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.77M

Not enough data

1 years with asset history on file

Average account balance

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

$78K

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.

81.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$577K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+13.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5882

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$359K

$4784 / participant

Other / not subdivided$359K100.0%

% of EOY assets

7.520%

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

$78,223

$71,208+9.9%

$93,681-16.5%

$80,911-3.3%

Participation rate

69.3%

60.4%+8.9pp

68.7%+0.6pp

67.6%+1.7pp

Annual return

13.29%

11.27%+2.0pp

133.47%-120.2pp

35.63%-22.3pp

Employer contribution / active EE

$2,923

$1,564+86.8%

$2,422+20.7%

$2,756+6.1%

Participant deferral / active EE

$4,764

$4,035+18.1%

$4,415+7.9%

$4,297+10.9%

Admin fee / account holder

$5,882

$6,951-15.4%

$8,290-29.0%

$6,935-15.2%

FRESNO CLOVIS CHRYSLER 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FRESNO CLOVIS CHRYSLER 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