Plan Ledger DOL Form 5500 · updated monthly

Chase Chevrolet Company, Inc.401(k)

CHASE CHEVROLET COMPANY, INC. 401(K) PROFIT SHARING PLAN · STOCKTON, CA · plan year 2022

Reported admin expense ratio · 2022
0.25%

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

Chase Chevrolet Company, Inc. reported $16,972 in plan administrative expenses for 2022: 0.25% of average plan assets, below the peer median. Employer contributions averaged $0 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (6,609th of 9,483), and 3,457th of 5,215 in retail trade.

Plan summary
Net assets, end of year$6,158,125
Participants with balances78
Active participants101
Employer contributions$0
Employee contributions$576,196
Employer contribution per active participant$0
Average account balance$78,950
Benefits paid to participants$750,633
Plan auditUnmodified (clean) audit opinion
AuditorPOMARES AND CO., LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$16,972
Total administrative$16,972
The Chase Chevrolet Company, Inc. 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Chase Chevrolet Company, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$16,972 · 0.25%
Similar plansRetail Trade · California
Marine Layer Pbc CA$6.3M · 0.33%
Levlad, LLC CA$6.3M · 0.26%
Canton Food Co. CA$6.3M · 1.02%
Connell Chevrolet CA$6.2M · 0.31%
Classic Concepts, Inc. CA$6.0M · 0.83%
Bkm Officeworks, LLC CA$5.9M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941076963 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.