Plan Ledger DOL Form 5500 · updated monthly

Auffenberg Hyundai, Inc.401(k)

AUFFENBERG UNION EMPLOYEES' 401(K) PLAN · O FALLON, IL · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

Auffenberg Hyundai, Inc. reported $48,116 in plan administrative expenses for 2024: 0.70% of average plan assets, above the peer median. Employer contributions averaged $4,292 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 3 years on file its reported administrative ratio has held roughly steady near 0.703%. 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 Illinois (2,697th of 3,702), and 3,209th of 5,215 in retail trade. In 2024, the employer put in $1.44 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$7,266,502
Participants with balances168
Active participants112
Employer contributions$480,675
Employee contributions$334,067
Employer contribution per active participant$4,292
Average account balance$43,253
Benefits paid to participants$987,941
Plan auditUnmodified (clean) audit opinion
AuditorKERBER, ECK & BRAECKEL, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.3M · 168 accts · $481K emplr
2023$6.4M · 169 accts · $494K emplr
2022$5.5M · 160 accts · $469K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,867
Investment management$23,249
Total administrative$48,116
The Auffenberg Hyundai, Inc. 401(k) match · 2024
Employer contribution per active participant$4,292
Median for plans this size$1,313
2024$4,292 per active participant
2023$4,413 per active participant
2022$4,076 per active participant

Auffenberg Hyundai, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20242
PCS RETIREMENT · Contract administrator · Recordkeeping$24,867
DIVERSIFIED FINANCIAL ADVISORS · Investment advisory (plan) · Investment management$23,249

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

Recordkeeper by year2
2024PCS Retirement
2023PCS Retirement

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Administrative cost history3
2024$48,116 · 0.70%
2023$46,725 · 0.78%
2022$40,022 · 0.70%
Similar plansRetail Trade · Illinois
Castle Chevrolet, Inc. IL$7.3M · 0.16%
Ashling Partners LLC IL$7.2M · 0.64%
Fairplay, Inc. IL$7.2M · 0.58%
Walter Lagestee, Inc. IL$6.8M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371245316 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.