Plan Ledger DOL Form 5500 · updated monthly

Bob Moore Auto Group, LLC401(k)

BOB MOORE & AFFILIATES RETIREMENT SAVINGS PLAN · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Bob Moore Auto Group, LLC reported $191,144 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $1,409 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 0.44%. 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 124th-largest of 724 plans among Oklahoma employers on file, and the 696th of 5,215 in retail trade. In 2024, employees put in $3.59 for every $1.00 the employer contributed; active participation has grown from 627 to 716 since 2022.

Plan summary
Net assets, end of year$45,991,443
Participants with balances939
Active participants716
Employer contributions$1,008,574
Employee contributions$3,620,883
Employer contribution per active participant$1,409
Average account balance$48,979
Benefits paid to participants$4,676,357
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$46.0M · 939 accts · $1.0M emplr
2023$40.5M · 957 accts · $990K emplr
2022$32.9M · 867 accts · $612K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$106,267
Investment management$37,825
Audit (IQPA)$26,723
Trustee / custodial$11,907
Total administrative$191,144
The Bob Moore Auto Group, LLC 401(k) match · 2024
Employer contribution per active participant$1,409
Median for plans this size$2,416
2024$1,409 per active participant
2023$1,441 per active participant
2022$976 per active participant

Bob Moore Auto Group, LLC's 2024 employer contribution ran below the $2,416 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 · 20245
BOKF, NA · Custodial (securities) · Loan processing$126,596
CREATIVE PLANNING, LLC$27,825
CROWE, LLP · Accounting / audit$19,950
PLEXUS FINANCIAL SERVICES, LLC$10,000
EIDE BAILLY LLP · Accounting / audit$6,773

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$191,144 · 0.44%
2023$148,054 · 0.40%
2022$165,162 · 0.46%
Same employer
Similar plansRetail Trade · Oklahoma
W.H. Braum, Inc. OK$55.2M · 0.10%
Crest Discount Foods, Inc. OK$54.1M · 0.33%
Western Equipment, LLC OK$52.4M · 0.25%
Hac, Inc. OK$28.0M · 0.53%
Eskridge Auto Group, Inc. OK$27.7M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731596059 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.