Plan Ledger DOL Form 5500 · updated monthly

Bluebonnet Chrysler Dodge, LTD401(k)

BLUEBONNET CHRYSLER DODGE, LTD 401(K) PLAN · NEW BRAUNFELS, TX · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Bluebonnet Chrysler Dodge, LTD reported $23,531 in plan administrative expenses for 2024: 0.31% of average plan assets, below the peer median. Employer contributions averaged $1,535 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 3 years on file its reported administrative ratio has held roughly steady near 0.31%. 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 Texas (3,328th of 5,688), and 2,963rd of 5,215 in retail trade. In 2024, employees put in $4.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,360,579
Participants with balances151
Active participants99
Employer contributions$152,000
Employee contributions$665,816
Employer contribution per active participant$1,535
Average account balance$55,368
Benefits paid to participants$792,399
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.4M · 151 accts · $152K emplr
2023$6.8M · 155 accts · $152K emplr
2022$5.7M · 136 accts · $150K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,397
Investment management$10,134
Total administrative$23,531
The Bluebonnet Chrysler Dodge, LTD 401(k) match · 2024
Employer contribution per active participant$1,535
Median for plans this size$1,313
2024$1,535 per active participant
2023$1,520 per active participant
2022$1,563 per active participant

Bluebonnet Chrysler Dodge, LTD's 2024 employer contribution ran above the $1,313 median for plans its size. 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 · 20242
MORGAN STANLEY · Investment advisory (plan)$10,134

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

Administrative cost history3
2024$23,531 · 0.31%
2023$18,857 · 0.30%
2022$17,099 · 0.30%
Similar plansRetail Trade · Texas
Quality Mat Company TX$8.4M · 0.35%
Tiff's Treats Gp, LLC TX$8.4M · 0.56%
Rudolph Chevrolet, LLC TX$8.3M · 0.71%
Caliber Motors Inc. TX$8.2M · 0.02%
Grubbs Infiniti, LTD TX$8.0M · 0.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522364922 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.