· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KLICK-LEWIS INC — KLICK-LEWIS, INC. SALARY SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250625151345NAL0019620866001
KLICK-LEWIS INC
Form 5500-SF
FILING_RECEIVED
KLICK-LEWIS, INC. SALARY SAVINGS PLAN
401(k) retirement plan
Active participants
67
Accounts w/ balance
46
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KLICK-LEWIS INC
.
Find decision makers
Plan sponsor
Name
KLICK-LEWIS INC
EIN
23-1472192
Address
PO BOX 32 · PALMYRA, PA · 17078
Phone
(717) 838-1353
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
PAT OBRIEN, JR. CHEVROLET, INC.
PAT OBRIEN CHEVROLET 401K PLAN
$6.1M
DEFOUW CHEVROLET, INC.
DEFOUW CHEVROLET, INC. 401(K) PLAN
$6.1M · 84 participants
SISBARRO AUTOWORLD, INC.
SISBARRO DEALERSHIPS 401(K) PROFIT SHARING PLAN AND TRUST
$6.1M · 109 participants
RECOVERY RACING, LLC
RECOVERY RACING, LLC 401(K) PLAN
$6.1M · 110 participants
DUNN CHEVROLET INC.
DUNN CHEVROLET INC. 401(K) PLAN
$6.1M · 38 participants
80
Knocking points off
69% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
VAN BORTEL FORD, INC.
VAN BORTEL FORD, INC. 401(K) PROFIT SHARING PLAN
$6.1M · 164 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B