Plan Ledger DOL Form 5500 · updated monthly

Bakersfield Dodge, Inc. dba Haddad Dodge Kia401(k)

HADDAD DODGE KIA 401(K) PLAN · BAKERSFIELD, CA · plan year 2022

Reported admin expense ratio · 2022
1.83%

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

Bakersfield Dodge, Inc. dba Haddad Dodge Kia reported $21,531 in plan administrative expenses for 2022: 1.83% of average plan assets, higher than ~90% of peers. Employer contributions averaged $357 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (8,712th of 9,483), and 4,919th of 5,215 in retail trade. In 2022, employees put in $5.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,201,951
Participants with balances66
Active participants122
Employer contributions$43,573
Employee contributions$252,621
Employer contribution per active participant$357
Average account balance$18,211
Benefits paid to participants$22,130
Plan auditUnmodified (clean) audit opinion
AuditorROGERS, CLEM & COMPANY
Administrative expenses, itemized · 2022
Investment management$19,662
Total administrative$21,531
The Bakersfield Dodge, Inc. dba Haddad Dodge Kia 401(k) match · 2022
Employer contribution per active participant$357
Median for plans this size$1,114

Bakersfield Dodge, Inc. dba Haddad Dodge Kia's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$21,531 · 1.83%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 952844982 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.