Plan Ledger DOL Form 5500 · updated monthly

Bill Luke Chrysler Jeep & Dodge Inc401(k)

BILL LUKE CHRYSLER JEEP & DODGE, INC. 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Bill Luke Chrysler Jeep & Dodge Inc reported $1,338 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $152 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 fell from 0.03% to 0.01%. 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 556th-largest of 1,285 plans among Arizona employers on file, and the 2,455th of 5,215 in retail trade. In 2024, employees put in $15.18 for every $1.00 the employer contributed; active participation has grown from 352 to 450 since 2022.

Plan summary
Net assets, end of year$10,945,573
Participants with balances225
Active participants450
Employer contributions$68,551
Employee contributions$1,040,533
Employer contribution per active participant$152
Average account balance$48,647
Benefits paid to participants$1,060,432
Plan auditDisclaimer of opinion
AuditorSCHUMANN ADRIANO & COMPANY PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$10.9M · 225 accts · $69K emplr
2023$9.7M · 208 accts · $74K emplr
2022$9.0M · 208 accts · $81K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$353
Investment management$985
Total administrative$1,338
The Bill Luke Chrysler Jeep & Dodge Inc 401(k) match · 2024
Employer contribution per active participant$152
Median for plans this size$2,416
2024$152 per active participant
2023$192 per active participant
2022$229 per active participant

Bill Luke Chrysler Jeep & Dodge Inc'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.

Administrative cost history3
2024$1,338 · 0.01%
2023$2,651 · 0.03%
2022$2,982 · 0.03%
Same employer
Similar plansRetail Trade · Arizona
Route 66 Motorsports, LLC AZ$12.6M · 0.81%
Western Tire Centers, Inc. AZ$12.2M · 0.39%
Cbc Group, Inc. AZ$9.7M · 0.55%
Macpie, LLC AZ$9.6M · 0.68%
Rowe Enterprises, Inc. AZ$9.6M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860668231 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.