Plan Ledger DOL Form 5500 · updated monthly

Chapman Automotive Group, L.L.C.401(k)

CHAPMAN AUTOMOTIVE GROUP 401(K) PLAN AND TRUST · CHANDLER, AZ · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Chapman Automotive Group, L.L.C. reported $343,447 in plan administrative expenses for 2024: 0.39% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,277 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 0.47% to 0.39%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 124th-largest of 1,285 plans among Arizona employers on file, and the 394th of 5,215 in retail trade. In 2024, employees put in $2.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$93,993,921
Participants with balances1,129
Active participants1,863
Employer contributions$2,379,966
Employee contributions$6,885,408
Employer contribution per active participant$1,277
Average account balance$83,254
Benefits paid to participants$8,682,193
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$94.0M · 1,129 accts · $2.4M emplr
2023$82.3M · 1,064 accts · $2.2M emplr
2022$68.1M · 1,036 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$232,460
Investment management$110,987
Total administrative$343,447
The Chapman Automotive Group, L.L.C. 401(k) match · 2024
Employer contribution per active participant$1,277
Median for plans this size$3,635
2024$1,277 per active participant
2023$1,209 per active participant
2022$1,269 per active participant

Chapman Automotive Group, L.L.C.'s 2024 employer contribution ran below the $3,635 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
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$25,290
WELLS FARGO ADVISORS LLC · Investment advisory (participants)$93,856
WILSHIRE ASSOCIATES INC (USA) · Investment advisory (participants)$17,132

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$343,447 · 0.39%
2023$286,947 · 0.38%
2022$328,050 · 0.47%
Same employer
Similar plansRetail Trade · Arizona
Carvana, LLC AZ$267.1M · 0.21%
Raleys Arizona LLC AZ$118.8M · 0.24%
Gowan Company, LLC AZ$91.6M · 0.13%
Rvr, Inc. AZ$71.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860842909 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.