Plan Ledger DOL Form 5500 · updated monthly

Big Valley Ford, Inc. dba Big Valley Ford Lincoln401(k)

BIG VALLEY FORD LINCOLN PROFIT SHARING & 401(K) PLAN · STOCKTON, CA · plan year 2022

Reported admin expense ratio · 2022
1.04%

Big Valley Ford, Inc. dba Big Valley Ford Lincoln reported $66,344 in plan administrative expenses for 2022: 1.04% of average plan assets, higher than ~75% of peers. 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 (6,685th of 9,483), and 3,508th of 5,215 in retail trade.

Plan summary
Net assets, end of year$5,953,976
Participants with balances66
Active participants146
Employer contributions—
Employee contributions$377,015
Employer contribution per active participant—
Average account balance$90,212
Benefits paid to participants$117,531
Plan auditUnmodified (clean) audit opinion
AuditorPOMARES & CO, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$31,416
Professional / advisory$34,928
Total administrative$66,344
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$66,344 · 1.04%
Similar plansRetail Trade · California
Connell Chevrolet CA$6.2M · 0.31%
Classic Concepts, Inc. CA$6.0M · 0.83%
Bkm Officeworks, LLC CA$5.9M · 0.04%
The Black Tux, Inc. CA$5.9M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680164385 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.