Plan Ledger DOL Form 5500 · updated monthly

Barrett-Jackson Auction Company, L.L.C.401(k)

BARRETT-JACKSON 401(K) PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
1.53%

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

Barrett-Jackson Auction Company, L.L.C. reported $74,859 in plan administrative expenses for 2024: 1.53% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,584 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 1.39% to 1.53%. 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 Arizona (793rd of 1,285), and 3,599th of 5,215 in retail trade. In 2024, employees put in $2.06 for every $1.00 the employer contributed; active participation has grown from 123 to 139 since 2022.

Plan summary
Net assets, end of year$5,585,160
Participants with balances136
Active participants139
Employer contributions$359,219
Employee contributions$740,423
Employer contribution per active participant$2,584
Average account balance$41,067
Benefits paid to participants$429,285
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.6M · 136 accts · $359K emplr
2023$4.2M · 114 accts · $291K emplr
2022$3.2M · 105 accts · $220K emplr
Administrative expenses, itemized · 2024
Investment management$74,859
Total administrative$74,859
The Barrett-Jackson Auction Company, L.L.C. 401(k) match · 2024
Employer contribution per active participant$2,584
Median for plans this size$1,313
2024$2,584 per active participant
2023$2,349 per active participant
2022$1,788 per active participant

Barrett-Jackson Auction Company, L.L.C.'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 · 20244
FIDUCIARY OUTSOURCING, LLC DBA PMA · Recordkeeping · Loan processing$26,052
TRANSAMERICA RETIRMENT SOLUTIONS, L · Recordkeeping · Loan processing$20,899
WELLS FARGO CLEARING SERVCIES, LLC · Investment advisory (plan)$24,493

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

Recordkeeper by year2
2024FIDUCIARY OUTSOURCING, LLC DBA PMA, Transamerica
2023FIDUCIARY OUTSOURCING, LLC DBA PMA, Transamerica

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Administrative cost history3
2024$74,859 · 1.53%
2023$66,334 · 1.78%
2022$45,072 · 1.39%
Same employer
Similar plansRetail Trade · Arizona
Quebedeaux Pontiac Gmc AZ$6.2M · 0.28%
Ken Ellegard - Peoria Inc AZ$6.1M · 0.28%
Shay Oil Company, Inc. AZ$5.4M · 0.04%
Butori Corp AZ$5.3M · 0.33%
Phoenix Motor Company AZ$5.0M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860857597 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.