Plan Ledger DOL Form 5500 · updated monthly

Auto Investment, Inc.Profit-sharing plan

AUTO INVESTMENT, INC. 401(K) PLAN · PELHAM, AL · plan year 2024

Reported admin expense ratio · 2024
0.83%

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

Auto Investment, Inc. reported $212,973 in plan administrative expenses for 2024: 0.83% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,765 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 0.83%. 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 241st-largest of 902 plans among Alabama employers on file, and the 1,127th of 5,215 in retail trade. In 2024, employees put in $2.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,311,572
Participants with balances530
Active participants388
Employer contributions$1,072,667
Employee contributions$2,529,406
Employer contribution per active participant$2,765
Average account balance$51,531
Benefits paid to participants$3,010,233
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history3
Yearassets · accounts · employer contribution
2024$27.3M · 530 accts · $1.1M emplr
2023$23.9M · 654 accts · $1.1M emplr
2022$20.4M · 644 accts · $986K emplr
Administrative expenses, itemized · 2024
Investment management$212,973
Total administrative$212,973
Employer contributions to the Auto Investment, Inc. plan · 2024
Employer contribution per active participant$2,765
Median for plans this size$2,416
2024$2,765 per active participant
2023$2,691 per active participant
2022$2,637 per active participant

Auto Investment, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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
ERISA SPECIALIST · Recordkeeping$56,779
LINCOLN FINANCIAL CORPORATION · Contract administrator$168,496
401K SAFE · Named fiduciary$11,685

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

Recordkeeper by year2
2024ERISA SPECIALIST
2023ERISA SPECIALIST

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$212,973 · 0.83%
2023$172,895 · 0.78%
2022$168,563 · 0.80%
Same employer
Similar plansRetail Trade · Alabama
Hibbett, Inc. AL$59.0M · 0.39%
Books-A-Million, Inc. AL$40.2M · 0.42%
Trigreen Equipment, LLC AL$26.1M · 0.47%
Wilson Lumber Company, Inc. AL$16.7M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133446196 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.