Plan Ledger DOL Form 5500 · updated monthly

Auto, Lllp dba Autoinc401(k)

AUTOINC 401(K) PLAN · AMARILLO, TX · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Auto, Lllp dba Autoinc reported $83,211 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $1,078 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 0.36%. 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 1,819th-largest of 5,688 plans among Texas employers on file, and the 1,283rd of 5,215 in retail trade. In 2024, employees put in $2.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,417,840
Participants with balances569
Active participants500
Employer contributions$539,196
Employee contributions$1,508,211
Employer contribution per active participant$1,078
Average account balance$41,156
Benefits paid to participants$3,660,462
Plan auditUnmodified (clean) audit opinion
AuditorBOLINGER, SEGARS, GILBERT & MOSS
Plan history3
Yearassets · accounts · employer contribution
2024$23.4M · 569 accts · $539K emplr
2023$22.2M · 535 accts · $607K emplr
2022$18.9M · 572 accts · $737K emplr
Administrative expenses, itemized · 2024
Investment management$83,211
Total administrative$83,211
The Auto, Lllp dba Autoinc 401(k) match · 2024
Employer contribution per active participant$1,078
Median for plans this size$2,416
2024$1,078 per active participant
2023$1,188 per active participant
2022$1,450 per active participant

Auto, Lllp dba Autoinc'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
JULY BUSINESS SERVICES · Contract administrator$40,049
AMARILLO NATIONAL BANK · Investment advisory (plan)$29,148
EMPOWER ADVISORY GROUP, LLC · Investment management$11,118
QDRO CONSULTANTS COMPANY,LLC$400

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$83,211 · 0.36%
2023$71,730 · 0.35%
2022$71,966 · 0.35%
Same employer
Similar plansRetail Trade · Texas
Redi-Carpet, Inc. TX$25.3M · 0.34%
Tetco, Inc. TX$24.2M · 0.47%
Complete Rx, LTD. TX$23.9M · 0.36%
Cavender Cadillac Company TX$23.2M · 0.07%
Indigo Auto Group TX$22.6M · 0.30%
Calendar Holdings LLC TX$22.5M · 0.23%
Moritz Partners, LP TX$22.3M · 0.23%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 751628221 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.