Plan Ledger DOL Form 5500 · updated monthly

Andrew Chevrolet, Inc.401(k)

ANDREW AUTOMOTIVE GROUP 401(K) PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.29%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Andrew Chevrolet, Inc. reported $33,433 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $769 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.03% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Wisconsin (1,184th of 1,936), and the 2,284th of 5,215 in retail trade. In 2024, employees put in $5.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,974,628
Participants with balances193
Active participants144
Employer contributions$110,807
Employee contributions$645,209
Employer contribution per active participant$769
Average account balance$62,045
Benefits paid to participants$1,793,717
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.0M · 193 accts · $111K emplr
2023$11.3M · 183 accts · $156K emplr
2022$8.9M · 123 accts · $111K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,433
Total administrative$33,433
The Andrew Chevrolet, Inc. 401(k) match · 2024
Employer contribution per active participant$769
Median for plans this size$2,416
2024$769 per active participant
2023$1,007 per active participant
2022$730 per active participant

Andrew Chevrolet, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
VOYA RETIREMENT INS & ANNUITY CO · Investment advisory (participants)$143
BELPOINTE ASSET MANAGEMENT, LLCindirect comp
THE RETIREMENT ADVANTAGE, INC · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$33,433 · 0.29%
2023$4,782 · 0.05%
2022$2,690 · 0.03%
Similar plansRetail Trade · Wisconsin
Heiser Ford, Inc. WI$13.2M · 0.55%
Metcalfe Markets Inc WI$13.2M · 0.40%
Hanover Direct, Inc. WI$10.8M · 0.06%
The Konop Companies, Inc. WI$10.4M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391764755 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.