Plan Ledger DOL Form 5500 · updated monthly

Casa Nissan, Inc.401(k)

CASA 401(K) PLAN · EL PASO, TX · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Casa Nissan, Inc. reported $105,066 in plan administrative expenses for 2024: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $593 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 rose from 0.56% to 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 2,111th-largest of 5,688 plans among Texas employers on file, and the 1,543rd of 5,215 in retail trade. In 2024, employees put in $4.33 for every $1.00 the employer contributed; active participation has grown from 444 to 672 since 2022.

Plan summary
Net assets, end of year$18,907,660
Participants with balances712
Active participants672
Employer contributions$398,271
Employee contributions$1,722,534
Employer contribution per active participant$593
Average account balance$26,556
Benefits paid to participants$2,246,915
Plan auditUnmodified (clean) audit opinion
AuditorBOCK & ASSOCIATES, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$18.9M · 712 accts · $398K emplr
2023$16.6M · 564 accts · $364K emplr
2022$13.6M · 465 accts · $347K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$95,415
Investment management$6,251
Total administrative$105,066
The Casa Nissan, Inc. 401(k) match · 2024
Employer contribution per active participant$593
Median for plans this size$2,416
2024$593 per active participant
2023$552 per active participant
2022$781 per active participant

Casa Nissan, 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 · 20243
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$5,759
M HOLDINGS SECURITIESindirect comp
NOVA 401K ASSOCIATES · Other servicesindirect comp

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$105,066 · 0.59%
2023$83,666 · 0.55%
2022$81,933 · 0.56%
Similar plansRetail Trade · Texas
Fred Haas Motors, LTD. TX$19.0M · 0.42%
Specs Family Partners, LTD. TX$18.9M · 2.85%
James Wood Motors, Inc TX$18.8M · 0.21%
Pack Automotive Group TX$18.5M · 0.57%
Star Furniture Company TX$17.0M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742325378 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.