Plan Ledger DOL Form 5500 · updated monthly

Carr Auto Group, Inc.401(k)

CARR AUTO GROUP 401(K) RETIREMENT PLAN · BEAVERTON, OR · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Carr Auto Group, Inc. reported $126,455 in plan administrative expenses for 2024: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,443 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 0.59%. 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 339th-largest of 1,021 plans among Oregon employers on file, and the 1,320th of 5,215 in retail trade. In 2024, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,651,351
Participants with balances327
Active participants259
Employer contributions$632,735
Employee contributions$1,066,729
Employer contribution per active participant$2,443
Average account balance$69,270
Benefits paid to participants$2,209,428
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.7M · 327 accts · $633K emplr
2023$20.0M · 347 accts · $650K emplr
2022$16.6M · 339 accts · $596K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$120,988
Total administrative$126,455
The Carr Auto Group, Inc. 401(k) match · 2024
Employer contribution per active participant$2,443
Median for plans this size$2,416
2024$2,443 per active participant
2023$2,472 per active participant
2022$2,354 per active participant

Carr Auto Group, Inc.'s 2024 employer contribution ran above 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 · 20242
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$130
PENSION PLAN SPECIALISTS, PC · Accounting / audit · Pension consulting$5,467

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$126,455 · 0.59%
2023$116,838 · 0.64%
2022$103,114 · 0.58%
Same employer
Similar plansRetail Trade · Oregon
Grand & Benedicts, Inc. OR$29.5M · 0.00%
Miller Paint Co. OR$27.8M · 0.03%
Lanphere Enterprises, Inc. OR$27.5M · 0.38%
Hanna Andersson, LLC OR$23.9M · 0.38%
Dolan Northwest, LLC OR$22.5M · 0.22%
Jkc Automotive, Inc. OR$15.9M · 0.94%
Beaverton Toyota, Inc. OR$15.5M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930959413 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.