Plan Ledger DOL Form 5500 · updated monthly

Bd of Trustees, Automotive Ind. Individual AccountProfit-sharing plan

AUTOMOTIVE INDUSTRIES INDIVIDUAL ACCOUNT RETIREMENT PLAN · DUBLIN, CA · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Bd of Trustees, Automotive Ind. Individual Account reported $189,707 in plan administrative expenses for 2024: 0.33% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,771 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 0.31% to 0.33%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 1,547th-largest of 9,483 plans among California employers on file, and the 362nd of 3,341 in other services.

Plan summary
Net assets, end of year$58,927,522
Participants with balances2,461
Active participants964
Employer contributions$1,707,159
Employee contributions—
Employer contribution per active participant$1,771
Average account balance$23,945
Benefits paid to participants$3,725,741
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$58.9M · 2,461 accts · $1.7M emplr
2023$56.2M · 2,431 accts · $1.8M emplr
2022$51.7M · 2,421 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,820
Investment management$90,581
Audit (IQPA)$20,257
Trustee / custodial$1,314
Total administrative$189,707
Employer contributions to the Bd of Trustees, Automotive Ind. Individual Account plan · 2024
Employer contribution per active participant$1,771
Median for plans this size$3,635
2024$1,771 per active participant
2023$1,906 per active participant
2022$1,801 per active participant

Bd of Trustees, Automotive Ind. Individual Account's 2024 employer contribution ran below the $3,635 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 · 20248
HEALTH SERVICES & BENEFIT ADMINISTR · Claims processing · Contract administrator$30,464
MCMORGAN & CO · Investment management$75,220
WITHUMSMITH+BROWN, PC · Accounting / audit$32,965
AMALGAMATED BANK · Custodial (securities)$16,675
FREMONT BANK · Other services$9,166
CHARLES BESOCKE · Consulting$5,784
MACKAY SHIELDSindirect comp
NFP · Insurance brokerindirect comp

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

Recordkeeper by year2
2024HEALTH SERVICES & BENEFIT ADMINISTR
2023HEALTH SERVICES & BENEFIT ADMINISTR

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

Administrative cost history3
2024$189,707 · 0.33%
2023$200,945 · 0.37%
2022$172,107 · 0.31%
Similar plansOther Services · California
The California Endowment CA$63.3M · 0.07%
Planet Labs Pbc CA$57.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941133245 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.