Plan Ledger DOL Form 5500 · updated monthly

Capitol Chevrolet & Cadillac, Inc.401(k)

CAPITOL AUTO GROUP 401(K) PROFIT SHARING PLAN · SALEM, OR · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Capitol Chevrolet & Cadillac, Inc. reported $114,574 in plan administrative expenses for 2024: 0.63% of average plan assets, higher than ~75% of peers. Employer contributions averaged $692 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 0.63%. 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 370th-largest of 1,021 plans among Oregon employers on file, and the 1,501st of 5,215 in retail trade. In 2024, employees put in $6.89 for every $1.00 the employer contributed; active participation has grown from 313 to 364 since 2022.

Plan summary
Net assets, end of year$19,290,326
Participants with balances469
Active participants364
Employer contributions$251,850
Employee contributions$1,736,140
Employer contribution per active participant$692
Average account balance$41,131
Benefits paid to participants$1,602,218
Plan auditUnmodified (clean) audit opinion
AuditorGEFFEN MESHER & COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$19.3M · 469 accts · $252K emplr
2023$16.9M · 483 accts · $215K emplr
2022$13.6M · 426 accts · $409K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$100,587
Investment management$3,575
Total administrative$114,574
The Capitol Chevrolet & Cadillac, Inc. 401(k) match · 2024
Employer contribution per active participant$692
Median for plans this size$2,416
2024$692 per active participant
2023$623 per active participant
2022$1,307 per active participant

Capitol Chevrolet & Cadillac, 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.

Service providers · 20242
JOHN HANCOCK LIFE INSURANCE CO · Recordkeeping · Investment management$8,344
WILSHIRE ASSOCIATES INC (USA) · Investment advisory (participants)$3,574

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$114,574 · 0.63%
2023$93,620 · 0.62%
2022$89,214 · 0.61%
Similar plansRetail Trade · Oregon
Lanphere Enterprises, Inc. OR$27.5M · 0.38%
Hanna Andersson, LLC OR$23.9M · 0.38%
Carr Auto Group, Inc. OR$22.7M · 0.59%
Dolan Northwest, LLC OR$22.5M · 0.22%
Jkc Automotive, Inc. OR$15.9M · 0.94%
Beaverton Toyota, Inc. OR$15.5M · 0.32%
Tc Chevrolet, Inc. OR$14.7M · 0.11%
Plaid Pantries, Inc. OR$14.3M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930442597 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.