Plan Ledger DOL Form 5500 · updated monthly

Connell Chevrolet401(k)

CONNELL CHEVROLET 401(K) PROFIT SHARING PLAN · COSTA MESA, CA · plan year 2022

Reported admin expense ratio · 2022
0.31%

Connell Chevrolet reported $20,602 in plan administrative expenses for 2022: 0.31% of average plan assets, below 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.

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 (6,610th of 9,483), and 3,458th of 5,215 in retail trade.

Plan summary
Net assets, end of year$6,154,249
Participants with balances72
Active participants86
Employer contributions—
Employee contributions$468,641
Employer contribution per active participant—
Average account balance$85,476
Benefits paid to participants$316,177
Plan auditUnmodified (clean) audit opinion
AuditorBPM LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,935
Investment management$15,667
Total administrative$20,602
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$20,602 · 0.31%
Similar plansRetail Trade · California
Levlad, LLC CA$6.3M · 0.26%
Canton Food Co. CA$6.3M · 1.02%
Classic Concepts, Inc. CA$6.0M · 0.83%
Bkm Officeworks, LLC CA$5.9M · 0.04%
The Black Tux, Inc. CA$5.9M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952101522 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.