Plan Ledger DOL Form 5500 · updated monthly

Christian Brothers Automotive CorporationESOP

CHRISTIAN BROTHERS AUTOMOTIVE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Christian Brothers Automotive Corporation reported $45,486 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $33,375 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 1 year on file its reported administrative ratio rose from 0.02% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 576th-largest of 5,688 plans among Texas employers on file, and the 106th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$115,600,701
Participants with balances168
Active participants136
Employer contributions$4,538,987
Employee contributions—
Employer contribution per active participant$33,375
Average account balance$688,099
Benefits paid to participants$95,130
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$115.6M · 168 accts · $4.5M emplr
2023$75.2M · 152 accts · $5.0M emplr
Administrative expenses, itemized · 2024
Trustee / custodial$45,486
Total administrative$45,486
Employer contributions to the Christian Brothers Automotive Corporation plan · 2024
Employer contribution per active participant$33,375
Median for plans this size$3,635
2024$33,375 per active participant
2023$38,751 per active participant

Christian Brothers Automotive Corporation's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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
J HARRIS PROPERTIES, LLC · Trustee$14,000
WEAVER AND TIDWELL, LLP · Accounting / audit · Valuation$13,910
TRANSITION FINANCE STRATEGIES, LLC$12,273

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, THE RETIREMENT ADVANTAGE, INC., Transamerica
2023John Hancock

This plan has changed recordkeepers within these filings. If you left Christian Brothers Automotive Corporation before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$45,486 · 0.05%
2023$12,143 · 0.02%
All plans at this employer2
CHRISTIAN BROTHERS AUTOMOTIVE 401(K) PLAN401(k)
CHRISTIAN BROTHERS AUTOMOTIVE CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansReal Estate & Leasing · Texas
Associations, Inc. TX$129.6M · 0.20%
Affinius Capital LLC TX$120.6M · 0.09%
Stream Realty Partners TX$97.1M · 0.31%
Lgi Homes, Inc. TX$91.0M · 0.24%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 760020837 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.