Chevrolet

Estero Bay Chevrolet, Inc

10640 CHEVORLET WAY

ESTERO, FL 339284420

Latest Filing: 2022Financial Data Through: 2022Source: DOL Form 5500-SF

Plan Data Available

Source-backed retirement-plan information is available to benchmark this dealership.

Report found

We found Estero Bay Chevrolet, Inc's 401(k) profile.

Here's an honest preview of what's available on this profile. Scroll down for the full breakdown, or tell us who you are and we'll point you to the right next step.

What's available

1 of 6 sections

Participation trend· Needs 2+ comparable filings
Employer contribution benchmark· Ranked vs national peers
Fee analysis· Not reported on this filing
Asset performance trend· Needs 3+ filing years
Historical filings· Needs more filings
Recordkeeper· Not identified

Which best describes you?

The leading signal

Estero Bay Chevrolet, Inc

No Trend YetParticipation Rate · 3-Year Trend
No trend yet
The participation-rate trend appears once at least two consecutive filings report both active and total participants.
No trend yet · Workforce footprint
Members Only
Employer Contribution / Participant
$590
vs $852 National Median
Employer Percentile
Room to Grow
Bottom 62% of peers
Where this sits vs national auto-dealer peers.

Participation rate is filed, but a 3-year trend is not available yet — it appears once at least two consecutive filings report both active and total participants. Employer contribution per participant is shown below.

Benchmark Scorecard

Observable, source-backed metrics. No inferred grades or quality scores.

Members
Employer Contribution / Participant
$590
vs $852 National Median
Room to Grow Nationally

The lagging confirmation of plan health. Below median signals under-investment in workforce retention — the dollar has yet to follow the leading active-saver signal.

Participant Contribution / Participant
$4,168
vs $3,435 National Median
Above Median Nationally

The leading signal of plan engagement. A rising trajectory precedes the lagging employer-contribution dollar; below median can signal gaps in auto-enrollment or plan design.

Members
Plan Assets / Participant
$19,331
vs $48,309 National Median
Optimization Potential Nationally

How seasoned the workforce is. Below national median can also indicate higher-than-needed employee turnover.

Members
Employer Contributions
$40,126
Latest source filing

Total annual employer contribution from the latest DOL filing.

Plan Assets
$1.3M
Latest source filing

The retirement pool employees are building. Larger pools reflect longer-tenured workforces.

Plan Participants
68
Latest source filing

Active employees covered by the plan — the scope of the dealership's retirement offering.

Local Dealerships with a More Competitive 401(k) Plan

Every comparable dealership we track in FL, ranked by employer contribution per participant. Names and locations are public; head-to-head contribution numbers unlock when you verify your dealership email.

1.Dixie Buick Gmc Truck, Inc
FT. MYERS, FL • 9 mi
Contributes / participant
$3,200
2.Florida Auto Care Systems, Inc.
CAPE CORAL, FL • 18 mi
Contributes / participant
$2,549
3.Galeana Chrysler Jeep, Inc. Fl
FT MYERS, FL • 9 mi
Contributes / participant
$1,376
4.Tamiami Ford, Inc
NAPLES, FL • 18 mi
Contributes / participant
$835
5.Devoe Automotive
NAPLES, FL • 16 mi
Contributes / participant
$821
6.Tiara Automotive, Llc
NAPLES, FL • 15 mi
Contributes / participant
$190
7.Sam Galloway Ford Inc. Employee
FORT MYERS, FL • 12 mi
Contributes / participant
$16
Scanlon Auto Group
FORT MYERS, FL • 9 mi
Ranking available
Murray Motor Company Inc
CAPE CORAL, FL • 15 mi
Ranking available
Jarrett Ford Of Charlotte County
PORT CHARLOTTE, FL • 43 mi
Ranking available

No credit card. Verify with your dealership work email and every contribution number in this list unblurs — plus your own full benchmark.

Source: U.S. Department of Labor Form 5500. Peer contribution amounts unlock with a verified dealership email or an advisor pass.

All-In Plan Cost

The total cost of running this plan — recordkeeping, administration, custody, advisory, and fiduciary fees — as a percentage of plan assets. Community-sourced from the dealership's own 408(b)(2) fee disclosure.

Not yet contributed

The all-in cost comes from a dealership's own fee disclosure. Verify your dealership email and contribute your plan data to publish it here — and unlock the benchmarked cost analysis.

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Peer Position

Where this dealership ranks on Employer Contribution / Participant across cohorts of similarly comparable dealerships.

National Auto Dealers
Room to Grow
Bottom 62% of peers
4966 valid peers
Members
FL Dealers
Room to Grow
Bottom 56% of peers
183 valid peers
Members
Chevrolet Dealers
Room to Grow
Bottom 61% of peers
557 valid peers
Members
Similar-Size Dealers
Room to Grow
Bottom 61% of peers
1327 valid peers
Members

Engagement Trajectory

Active-saver trajectory is the leading signal; employer contribution is the lagging confirmation. Public filings from 2022 to 2022. Missing years are not interpolated.

2022020406080
Fewer than three annual filings with usable values — no trend available for active-saver trajectory.
Years available: 2022

Reported Plan Data

The public filing record behind every metric on this page — for audit and trust.

Plan SponsorESTERO BAY CHEVROLET, INC.
Plan NameESTERO BAY CHEVROLET, INC. 401(K) P/S PLAN
EIN Members680587234
Plan Number001
RecordkeeperNot yet contributed — contribute plan data
Waiting PeriodNot reported on this filing — contribute plan data
Trustee / Custodian—
Custodian Phone—
Recordkeeping Fees—
Latest Filing Year2022
Financial Data Year2022
Participants (active, EOY)68
Plan Assets$1.3M
Employer Contributions$40,126
Participant Contributions$283,452
Total Contributions$323,578
Plan Type401(k) + Profit Sharing + 401(m)
Source FormDOL Form 5500-SF
Source Filing ID20230922125943NAL0002695011001
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Members only

Estero Bay Chevrolet, Inc's full 401(k) benchmark is reserved for members.

Some of the benchmarking details on this plan are sensitive, so they aren't published publicly — they're available with a paid membership. One way to start moving this plan up: flag it to a decision-maker below so we can bring the matter to them and offer a solution.

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Sensitive benchmarking details aren't published publicly; they're available with a paid membership. Email addresses are used only to start this conversation and are never sold.

Leadership & Contacts

Who runs Estero Bay Chevrolet, Inc

Senior executives surfaced from public sources. Verify your access to view names and emails.

K••• J••••
Internet Sales Director
K••• H••••
Service Manager
k••••@group1auto.com
R••• S••••
Parts and Service Director
C••• W••••
President
D••• M••••
Executive General Manager
G••• M••••
General Manager
or I'm an executive — submit my info

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