Filings through Oct 24, 2026.

Lee Johnson Chevrolet, Inc. 401(k) Plan

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

Lee Johnson Chevrolet, Inc.EIN 91-0817749Plan #002PY 2025

11845 NE 85TH STREET - KIRKLAND, WA 98033425-827-0521leejohnsonchevrolet.comLinkedIn11-50 employeesaviation & aerospace

How to read this page

Prospect flags

1 of 17 flags tripped on the 2025 filing.

How flags work

Compliance
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Schedule H, line 2g

Total assets (EOY)

$14.4M

+18.1% from 2024

Total participants

307

+4.8% from 2024

Average account balance

$52,677

+7.2% from 2024

Annual return

15.66%

+0.54 pp from 2024

Benchmarks

This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.

Peer benchmarks

We rank each metric against plans of the same size, type and industry.

Schedule H, Parts I and II See about 2,268 peers

Industry: 44 - Retail Trade
Plan type: Defined contribution
Participants: 100-249
Cohort: 2,268 peers
Snapshot: 2025

MetricThis planAmong peersPercentile

Annual return

Percentile

Average balance

Percentile

Participation rate

Percentile

Employer contribution per participant

Percentile

Employee contribution per participant

Percentile

Administrative expense per participant

Percentile

Middle 50% of peersPeer medianThis plan

Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.

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Percentile for each metric
Middle 50% of peers
Peer median
This plan's value next to its peers

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Plan history

Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.

2025 filing

Total assets (EOY): $14,380,750
Participants: 307
Contributions: $1,130,880
Annual return: 15.66%

2024 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

2023 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

Older filings: assets, participants, contributions and return for each year are on Pro.

9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:

Assets, participants and contributions by year
Annual return by year
Year-over-year charts

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Expense breakdown

$51K in admin expenses, $167 per participant (all participants, line 6f).

Schedule H, line 2i

Investment mgmt$31K (61%)
Recordkeeping$20K (39%)

Admin expense ratio

0.356%

Admin expenses as % of EOY assets; fund fees not included

Categories reported

2 / 9

subdivided buckets used

Investments

This section lists the funds on the plan's investment schedule and what changed since the prior filing.

Fund lineup

14 funds of $250K or more; 15 lines in all, holding $11.9M of the plan's $12.2M. Recordkeeper: Empower.

2024 filing, Schedule H, line 4i

In collective trusts90%median 0% for plans of $5M to $50M (40,449 plans)

In index funds28%median 22% for plans of $5M to $50M (40,449 plans)

In the main target-date series48%median 39% for plans of $5M to $50M (40,449 plans)

Employer stockNo

Target-date series: T. Rowe Price Retirement Blend, collective trust, 48% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 11 vintages	T. Rowe Price	Collective trust	$5.7M	47.8%
NT Col S&P 500 Index FD - DC - NL - 4 Northern Trust · Collective trust Index	Northern Trust	Collective trust	$2.0M	17.1%
Drive Balanced Fund Manager not matched · Collective trust	Not yet matched	Collective trust	$1.2M	9.7%
NT Col R2000 Index FD DC NL 4 Northern Trust · Collective trust Index	Northern Trust	Collective trust	$695K	5.8%
MassMutual Mid Cap Growth Fund Class I MassMutual · Mutual fund	MassMutual	Mutual fund	$487K	4.1%
NT Col S&P 400 Index FD DC NL 4 Northern Trust · Collective trust Index	Northern Trust	Collective trust	$396K	3.3%
Eupac Fund Class R-6 Capital Group · Mutual fund	Capital Group	Mutual fund	$387K	3.3%
NT ACWI EX US IMI FD DC NL Tier 4 Northern Trust · Collective trust	Northern Trust	Collective trust	$307K	2.6%
NT Acq Bond Index Fund NL T4 Northern Trust · Collective trust Index	Northern Trust	Collective trust	$223K	1.9%
NT COL R Northern Trust · Other	Northern Trust	Other	$185K	1.6%

Fund	Manager	Vehicle	Dollars	% of funds
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro

5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.

5 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.

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Every fund in the lineup
Manager, vehicle and dollars per fund
Share of plan assets
Every change since the prior filing

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Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Providers

This section shows who is paid to serve the plan, who audits it and who signs the filing.

Service providers

Top 2 by compensation.

Schedule C

Provider	Service type	Compensation
COMMONWEALTH FINANCIAL NETWORK2 years Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 275 WYMAN ST STE 400 · WALTHAM, MA 02451 Advisory (Plan)	Advisory (Plan)	$31,279
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees	Recordkeeping Fees	$19,931

Audit opinion

Schedule H, Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor: LEE CPA AUDIT GROUP
Auditor EIN: 81-4637885
Audit fees: $0
Opinion code: Unqualified

Plan design

Plan features from the filing, actuarial disclosures and related pages.

Plan features

9 feature codes on the 2025 filing.

Line 8a

Plan feature codes2E2F2G2J2K2S2T3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Look up a plan sponsor by EIN. The free Form 5500 search needs no account.

Fund

Dollars

% of funds%

T. Rowe Price Retirement Blend

T. Rowe Price · Collective trust

Target-date, 11 vintages

$5.7M

47.8%

NT Col S&P 500 Index FD - DC - NL - 4

Northern Trust · Collective trust

Index

$2.0M

17.1%

Drive Balanced Fund

Manager not matched · Collective trust

$1.2M

9.7%

NT Col R2000 Index FD DC NL 4

Northern Trust · Collective trust

Index

$695K

5.8%

MassMutual Mid Cap Growth Fund Class I

MassMutual · Mutual fund

$487K

4.1%

NT Col S&P 400 Index FD DC NL 4

Northern Trust · Collective trust

Index

$396K

3.3%

Eupac Fund Class R-6

Capital Group · Mutual fund

$387K

3.3%

NT ACWI EX US IMI FD DC NL Tier 4

Northern Trust · Collective trust

$307K

2.6%

NT Acq Bond Index Fund NL T4

Northern Trust · Collective trust

Index

$223K

1.9%

NT COL R

Northern Trust · Other

$185K

1.6%

Provider

Compensation

COMMONWEALTH FINANCIAL NETWORK2 years

Filed as: COMMONWEALTH EQUITY SERVICES LLC DB

Service code 27

275 WYMAN ST STE 400 · WALTHAM, MA 02451

Advisory (Plan)

$31,279

EMPOWER ADVISORY GROUP, LLC4 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY O

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$19,931

Lee Johnson Chevrolet, Inc. 401(k) Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Investments

Fund lineup

Providers

Service providers

Audit opinion

Plan design

Plan features

Lee Johnson Chevrolet, Inc. 401(k) Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Investments

Fund lineup

Providers

Service providers

Audit opinion

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

Lee Johnson Chevrolet, Inc. 401(k) Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Investments

Fund lineupi

Providers

Service providersi

Audit opinioni

Plan design

Plan features

Lee Johnson Chevrolet, Inc. 401(k) Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Investments

Fund lineupi

Providers

Service providersi

Audit opinioni

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

Prospect flags

Peer benchmarks

Expense breakdown

Fund lineup

Service providers

Audit opinion

Prospect flags

Peer benchmarks

Expense breakdown

Fund lineup

Service providers

Audit opinion