Plan Ledger DOL Form 5500 · updated monthly

Antelope Valley Nissan, Inc.401(k)

ANTELOPE VALLEY NISSAN, INC. PROFIT SHARING 401(K) PLAN · PALMDALE, CA · plan year 2024

Reported admin expense ratio · 2024
0.13%

Antelope Valley Nissan, Inc. reported $3,278 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% of peers. 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 0.21% to 0.13%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (8,043rd of 9,483), and 4,490th of 5,215 in retail trade. active participation has shrunk from 100 to 79 since 2022.

Plan summary
Net assets, end of year$2,592,687
Participants with balances100
Active participants79
Employer contributions—
Employee contributions$114,306
Employer contribution per active participant—
Average account balance$25,927
Benefits paid to participants$398,171
Plan auditUnmodified (clean) audit opinion
AuditorGYL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$2.6M · 100 accts
2023$2.6M · 108 accts
2022$2.2M · 113 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,600
Investment management$1,428
Total administrative$3,278
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 ADVISORS, LLC · Investment advisory (participants)$2,450
SCP RETIREMENT SERVICES · 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$3,278 · 0.13%
2023$3,602 · 0.15%
2022$5,460 · 0.21%
Similar plansRetail Trade · California
Kdw Automotive Inc. CA$2.7M · 0.60%
George Chevrolet CA$2.7M · 0.72%
Hardin Enterprises, Inc. CA$2.6M · 1.22%
Gill Automotive Group CA$2.6M · 0.88%
Market Hall Foods CA$2.5M · 0.60%
Al Global Corporation CA$2.4M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952388110 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.