Asbury Automotive Retirement Savings Plan — Form 5500 plan (Asbury Automotive Group LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Asbury Automotive Retirement Savings Plan is a benefit plan reported by Asbury Automotive Group LLC under EIN 23-2790555 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,048 participants and $574,016,323 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Asbury Automotive Group LLC
EIN
23-2790555
Plan number
001
Plan type
2
Location
Duluth, GA
Latest filing year
2023
Participants
10,048
End-of-year plan assets
$574,016,323

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202310,048H, C20241015115933NAL0014555619001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$574,016,323
Total liabilities (EOY)
$0
Net assets (EOY)
$574,016,323
Net assets (BOY)
$481,686,797

Income & contributions

Employer contributions
$15,802,254
Participant contributions
$52,576,306
Total contributions
$73,102,583
Total income / additions
$167,437,743

Expenses & distributions

Benefits paid
$78,866,140
Administrative expenses
-$363,868
Total expenses
$79,401,394
Net increase / (decrease)
$88,036,349

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$30,503not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$394,371$02023

Related Form 5500 pages