Anthony Wade, Inc. Dba Stephen Wade Auto Center 401(k) Plan: Login, Facts & Contact Information

Anthony Wade, Inc. Dba Stephen Wade Auto Center 401(k) Plan Facts

Plan name
ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER
Participants
820 (771 active employees)
Former employees with a balance
221
Plan assets
$21,459,193 at Dec 31, 2024
Average account balance
$27,371 across 784 accounts
Employer contributions
$522,568 in plan year 2024 (20% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2006
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 19, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.57 million went into the plan in contributions, $522,568 of it from the employer (20%).
  • $2.26 million was paid out to participants.
  • Investment and other income added $2.50 million.
  • Administrative expenses were $135,676, about $173 per account.

How the Anthony Wade, Inc. Dba Stephen Wade Auto Center 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019432$12.5 million$442,728$1.58 million
2020644$15.4 million$478,931$1.18 million
2021668$17.4 million$518,761$2.32 million
2022662$15.8 million$705,567$1.23 million
2023720$18.8 million$606,992$2.67 million
2024820$21.5 million$522,568$2.26 million

Anthony Wade, Inc. Dba Stephen Wade Auto Center 401(k) Contact Information

Phone
435-986-7900
Mailing address
150 W AUTO MALL DRIVE, ST. GEORGE UT 84770
Plan sponsor
ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER
Employer identification number (EIN)
87-0393205
Plan number
001

Questions about the Anthony Wade, Inc. Dba Stephen Wade Auto Center 401(k)

Does Anthony Wade, Inc. Dba Stephen Wade Auto Center contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $522,568, 20% of all contributions.

Does the Anthony Wade, Inc. Dba Stephen Wade Auto Center 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Anthony Wade, Inc. Dba Stephen Wade Auto Center 401(k) plan?

820 participants at the start of plan year 2024, 771 of them active employees, and 221 former employees who still had money in the plan.

What is the average 401(k) balance at Anthony Wade, Inc. Dba Stephen Wade Auto Center?

About $27,371 per account: $21.5 million in plan assets across 784 accounts with a balance at the end of plan year 2024.

Who manages the Anthony Wade, Inc. Dba Stephen Wade Auto Center 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Anthony Wade, Inc. Dba Stephen Wade Auto Center. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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