Plan Ledger DOL Form 5500 · updated monthly

Anthony Wade, Inc. dba Stephen Wade Auto Center401(k)

ANTHONY WADE, INC. DBA STEPHEN WADE AUTO CENTER 401(K) PLAN · ST. GEORGE, UT · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

Anthony Wade, Inc. dba Stephen Wade Auto Center reported $135,676 in plan administrative expenses for 2024: 0.67% of average plan assets, higher than ~90% of peers. Employer contributions averaged $678 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 0.51% to 0.67%. 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 286th-largest of 848 plans among Utah employers on file, and the 1,378th of 5,215 in retail trade. In 2024, employees put in $3.79 for every $1.00 the employer contributed; active participation has grown from 574 to 771 since 2022.

Plan summary
Net assets, end of year$21,459,193
Participants with balances784
Active participants771
Employer contributions$522,568
Employee contributions$1,982,087
Employer contribution per active participant$678
Average account balance$27,371
Benefits paid to participants$2,263,054
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.5M · 784 accts · $523K emplr
2023$18.8M · 765 accts · $607K emplr
2022$15.8M · 647 accts · $706K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,350
Investment management$86,081
Audit (IQPA)$27,245
Total administrative$135,676
The Anthony Wade, Inc. dba Stephen Wade Auto Center 401(k) match · 2024
Employer contribution per active participant$678
Median for plans this size$2,416
2024$678 per active participant
2023$1,063 per active participant
2022$1,229 per active participant

Anthony Wade, Inc. dba Stephen Wade Auto Center'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
SOLTIS INVESTMENT ADVISORS LLC · Investment advisory (plan)$86,081
CBIZ CPAS P.C. · Accounting / audit$27,245
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$22,350

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$135,676 · 0.67%
2023$101,142 · 0.59%
2022$83,776 · 0.51%
Same employer
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Covalent Group, Inc. UT$23.9M · 0.05%
Team Karl Malone UT$23.7M · 0.57%
Cvb, Inc UT$20.7M · 0.35%
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You Need a Budget LLC UT$18.6M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870393205 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.