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Department of Labor filing

KARL CHEVROLET, INC.

KARL CHEVROLET, INC. 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 3, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

34filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support
$441

Reported employer contributions per active participant.

Higher than about 33% of comparable plans
#People in the filing
704

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$144 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 36% of comparable plans
↗Investment performance
Not available

Plan assets changed 22.0%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202434out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions33rd percentileTypical peer $680 · based on 259 comparable plans
Lower reported administrative expense36th percentileTypical peer $121 · based on 277 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, KARL CHEVROLET, INC. reported $310,697 in employer contributions across the plan and 704 active participants. That works out to $441 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy80%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 39.1%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 23.5%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context34/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$310,697
Participant contributions
$3,206,758
Other contributions
$310,097
Employer share of reported contributions
8.8%
Beginning assets
$25,600,492
Ending assets
$31,228,501
Ending net assets
$31,228,501
Ending liabilities
$0
Total income
$7,634,658
Total expenses
$2,006,649
Administrative expenses
$126,610
Participant loans
$629,251

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$317
2023
$469
2024
$441
Plan-paid administrative expenses per participant
2022
$188
2023
$148
2024
$144
Active participants
2022
656
2023
683
2024
704
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$44170431.2M20251003051129NAL0001057409001
2023$46968325.6M20251006103044NAL0003499921001
2022$31765620.2M20231006055354NAL0022323873001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
2.0%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
421092272-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 1994
Industry
Retail trade
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2R2S2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANZ GLOBAL INVESTORS DISTRIBUTO2024Not reportedunknown
ALTA FUNDS2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
BLACKROCK INVESTMENTS, INC.2024Not reportedunknown
CARILLON FUNDS2024Not reportedunknown
CHARLES SCHWAB INVESTMENT MGMT, INC2024Not reportedunknown
COHEN & STEERS CAPITAL MANAGEMENT2024Not reportedunknown
DELAWARE INVESTMENTS2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
FRED ALGER & COMPANY, INCORPORATED2024Not reportedunknown
GREAT GRAY TRUST2024Not reportedunknown
INVESCO2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
MFS FUND DISTRIBUTORS, INC.2024Not reportedunknown
PRUDENTIAL INVESTMENTS LLC2024Not reportedunknown
PUTNAM RETAIL MANAGEMENT2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
TOUCHSTONE SECURITIES, INC2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

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Filing ACK_ID20251003051129NAL0001057409001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗