Plan Ledger DOL Form 5500 · updated monthly

Andy Mohr Automotive Group, Inc.401(k)

ANDY MOHR AUTOMOTIVE 401(K) PLAN · PLAINFIELD, IN · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Andy Mohr Automotive Group, Inc. reported $51,198 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $702 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 fell from 0.44% to 0.15%. 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 the 370th-largest of 1,562 plans among Indiana employers on file, and the 879th of 5,215 in retail trade. In 2024, employees put in $4.97 for every $1.00 the employer contributed; active participation has grown from 726 to 1,121 since 2022.

Plan summary
Net assets, end of year$36,151,395
Participants with balances890
Active participants1,121
Employer contributions$786,943
Employee contributions$3,913,589
Employer contribution per active participant$702
Average account balance$40,620
Benefits paid to participants$3,793,257
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.2M · 890 accts · $787K emplr
2023$30.9M · 764 accts · $787K emplr
2022$24.0M · 494 accts · $784K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,450
Investment management$26,945
Total administrative$51,198
The Andy Mohr Automotive Group, Inc. 401(k) match · 2024
Employer contribution per active participant$702
Median for plans this size$2,416
2024$702 per active participant
2023$692 per active participant
2022$1,080 per active participant

Andy Mohr Automotive Group, 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 · 20245
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$26,826
FORVIS MAZARS LLP$13,581
SAPIENT CAPITAL, LLCindirect comp
MORNINGSTAR · Investment advisory (plan)indirect 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$51,198 · 0.15%
2023$38,291 · 0.14%
2022$111,733 · 0.44%
Same employer
Similar plansRetail Trade · Indiana
Big C Lumber Co., Inc. IN$44.8M · 0.04%
Gardens Alive Inc. IN$41.9M · 0.49%
Palmer Trucks, Inc. IN$39.7M · 0.39%
Ed Martin East, Inc. IN$35.0M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208324241 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.