Plan Ledger DOL Form 5500 · updated monthly

Cavender Oldsmobile Co., Inc.401(k)

THE CAVENDER EMPLOYEE CAPITAL ACCUMULATION PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Cavender Oldsmobile Co., Inc. reported $111,318 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $10 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 fell from 0.49% to 0.39%. 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 1,568th-largest of 5,688 plans among Texas employers on file, and the 1,060th of 5,215 in retail trade. In 2024, employees put in $366.07 for every $1.00 the employer contributed; active participation has shrunk from 1,714 to 1,515 since 2022.

Plan summary
Net assets, end of year$29,262,485
Participants with balances1,767
Active participants1,515
Employer contributions$15,335
Employee contributions$5,613,607
Employer contribution per active participant$10
Average account balance$16,561
Benefits paid to participants$8,587,258
Plan auditUnmodified (clean) audit opinion
AuditorLANE GORMAN TRUBITT LLP
Plan history3
Yearassets · accounts · employer contribution
2024$29.3M · 1,767 accts · $15K emplr
2023$28.6M · 2,215 accts
2022$19.7M · 1,705 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$111,318
Total administrative$111,318
The Cavender Oldsmobile Co., Inc. 401(k) match · 2024
Employer contribution per active participant$10
Median for plans this size$2,416

Cavender Oldsmobile Co., 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
EMPOWER ADVISORY GROUP, LLC · Investment management$30,292

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$111,318 · 0.39%
2023$114,718 · 0.48%
2022$95,827 · 0.49%
Same employer
Similar plansRetail Trade · Texas
Bij Motors Tx, LLC TX$34.7M · 0.11%
Team Rumbleon, LLC TX$32.9M · 0.36%
Gillman Services, Inc. TX$30.4M · 0.42%
Helfman Enterprises, Inc. TX$27.5M · 0.27%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 741619391 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.