Plan Ledger DOL Form 5500 · updated monthly

Bob Stall Chevrolet401(k)

BOB STALL CHEVROLET 401(K) PLAN · LA MESA, CA · plan year 2023

Reported admin expense ratio · 2023
0.11%

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

Bob Stall Chevrolet reported $5,338 in plan administrative expenses for 2023: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 has held roughly steady near 0.113%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (7,001st of 9,483), and 3,766th of 5,215 in retail trade.

Plan summary
Net assets, end of year$4,996,068
Participants with balances92
Active participants97
Employer contributions$0
Employee contributions$403,732
Employer contribution per active participant$0
Average account balance$54,305
Benefits paid to participants$269,478
Plan auditUnmodified (clean) audit opinion
AuditorROGERS, CLEM & COMPANY
Plan history2
Yearassets · accounts · employer contribution
2023$5.0M · 92 accts
2022$4.5M · 105 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,530
Investment management$3,808
Total administrative$5,338
The Bob Stall Chevrolet 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$1,308

Bob Stall Chevrolet's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
SENTRY LIFE INSURANCE COMPANY · Loan processing$1,530

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

Administrative cost history2
2023$5,338 · 0.11%
2022$5,122 · 0.11%
Similar plansRetail Trade · California
Stance, Inc. CA$5.2M · 0.29%
Ocelot Engineering, Inc. CA$5.0M · 0.41%
Southgate Glass & Screen CA$5.0M · 0.62%
Ildico Inc CA$4.9M · 0.81%
Vallarta Supermarkets CA$4.8M · 1.45%
Etekcity Corporation CA$4.8M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952084577 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.