How big is Wellesley Volkswagen, Inc.'s plan?

Wellesley Volkswagen, Inc.'s plan reported $16.1M in assets and 568 participants for 2024.

Original filing (PDF)20250722135048NAL0001272691001

Wellesley Volkswagen, Inc.

Name: Wellesley Volkswagen, Inc. — Colonial Automotive, Form 5500 (2024)
Creator: Wellesley Volkswagen, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Colonial Automotive Group 401(k) Plan

401(k) retirement plan · Wellesley Volkswagen, Inc.'s Colonial Automotive Group 401(k) Plan held $16.1M in plan assets for 568 participants in 2024, with Empower as recordkeeper.

Signals · 2

100% in single holdingCorrective distributions issued

Active participants

568

Accounts w/ balance

277

Plan assets (EOY)

$16.1M

Net assets (EOY)

$16.0M

People on this filing

Lawrence M. Gordon signed Wellesley Volkswagen, Inc.'s 2024 Form 5500 as plan administrator.

Lawrence M. Gordon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wellesley Volkswagen, Inc.'s EIN is 04-2462613.

EIN 04-2462613

Plan number 002

Plan year 2024

ACK ID 20250722135048NAL0001272691001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wellesley Volkswagen, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wellesley Volkswagen, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WELLESLEY VOLKSWAGEN, INC..

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How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Plan sponsor

Name

WELLESLEY VOLKSWAGEN, INC.

EIN

all filings

Address

231 LINDEN STREET · WELLESLEY, MA · 02482

Phone

(781) 237-3553

Industry

Retail Trade

Plan administrator