Shottenkirk Automotive Group, Inc. 401(k) Plan: Login, Facts & Contact Information

Shottenkirk Automotive Group, Inc. 401(k) Plan Facts

Plan name
SHOTTENKIRK 401(K) RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SHOTTENKIRK AUTOMOTIVE GROUP, INC.
Participants
1,168 (1,651 active employees)
Former employees with a balance
135
Plan assets
$40,264,710 at Dec 31, 2024
Average account balance
$35,632 across 1,130 accounts
Employer contributions
$450,136 in plan year 2024 (9% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1995
✓ 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 Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.85 million went into the plan in contributions, $450,136 of it from the employer (9%).
  • $4.58 million was paid out to participants.
  • Investment and other income added $4.57 million.
  • Administrative expenses were $10,400, about $9 per account.

How the Shottenkirk Automotive Group, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019622$22.1 million$227,395$2.30 million
2020989$25.8 million$270,985$2.37 million
2021676$27.9 million$279,827$2.91 million
2022704$27.6 million$438,513$1.48 million
2023836$35.4 million$611,604$2.60 million
20241,168$40.3 million$450,136$4.58 million

Shottenkirk Automotive Group, Inc. 401(k) Contact Information

Phone
319-758-5900
Mailing address
309 SOUTH GEAR AVENUE, WEST BURLINGTON IA 52655
Plan sponsor
SHOTTENKIRK AUTOMOTIVE GROUP, INC.
Employer identification number (EIN)
80-0014964
Plan number
001

Questions about the Shottenkirk Automotive Group, Inc. 401(k)

Does Shottenkirk Automotive Group, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $450,136, 9% of all contributions.

Does the Shottenkirk Automotive Group, Inc 401(k) have automatic enrollment?

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

How many people are in the Shottenkirk Automotive Group, Inc 401(k) plan?

1,168 participants at the start of plan year 2024, 1,651 of them active employees, and 135 former employees who still had money in the plan.

What is the average 401(k) balance at Shottenkirk Automotive Group, Inc?

About $35,632 per account: $40.3 million in plan assets across 1,130 accounts with a balance at the end of plan year 2024.

Who manages the Shottenkirk Automotive Group, Inc 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 Shottenkirk Automotive Group, Inc. 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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