Plan Ledger DOL Form 5500 · updated monthly

Circle Automotive Group, Inc.401(k)

CIRCLE AUTOMOTIVE GROUP, INC. 401(K) PLAN · SANTA ANA, CA · plan year 2022

Reported admin expense ratio · 2022
0.50%

Circle Automotive Group, Inc. reported $36,171 in plan administrative expenses for 2022: 0.50% of average plan assets, above the peer median. 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 3 years on file its reported administrative ratio has held roughly steady near 0.51%. 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 (6,386th of 9,483), and 3,283rd of 5,215 in retail trade.

Plan summary
Net assets, end of year$6,837,488
Participants with balances147
Active participants147
Employer contributions—
Employee contributions$709,208
Employer contribution per active participant—
Average account balance$46,514
Benefits paid to participants$279,423
Plan auditUnmodified (clean) audit opinion
AuditorWITHUMSMITH BROWN PC
Plan history3
Yearassets · accounts · employer contribution
2024$5.3M · 109 accts
2023$5.5M · 116 accts
2022$6.8M · 147 accts
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.

Recordkeeper by year2
2024ADP, JASON A PRATTES FINANCIAL INC.
2023ADP, JASON A PRATTES FINANCIAL INC.

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Administrative cost history3
2024$27,248 · 0.51%
2023$31,663 · 0.51%
2022$36,171 · 0.50%
Same employer
Similar plansRetail Trade · California
Rv Country, Inc. CA$6.9M · 1.03%
Smith Noble Home, Inc CA$6.9M · 0.28%
Ld Products, Inc. CA$6.9M · 1.03%
Link Imaging, LLC CA$6.8M · 1.02%
Lakin Tire West, LLC CA$6.8M · 0.03%
Skims Body Inc. CA$6.7M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954716497 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.