Plan Ledger DOL Form 5500 · updated monthly

Conti-Causeway Ford Lincoln Mercury Inc.401(k)

THE CAUSEWAY FAMILY OF AUTO DEALERSHIPS PROFIT SHARING 401(K) PLAN · MANAHAWKIN, NJ · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Conti-Causeway Ford Lincoln Mercury Inc. reported $24,446 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $1,683 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 rose from 0.09% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,181st-largest of 2,419 plans among New Jersey employers on file, and the 1,769th of 5,215 in retail trade. In 2024, employees put in $3.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,392,082
Participants with balances121
Active participants181
Employer contributions$304,701
Employee contributions$973,721
Employer contribution per active participant$1,683
Average account balance$135,472
Benefits paid to participants$1,847,809
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.4M · 121 accts · $305K emplr
2023$14.4M · 121 accts · $311K emplr
2022$11.5M · 124 accts · $298K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,761
Investment management$2,685
Audit (IQPA)$16,000
Total administrative$24,446
The Conti-Causeway Ford Lincoln Mercury Inc. 401(k) match · 2024
Employer contribution per active participant$1,683
Median for plans this size$2,416
2024$1,683 per active participant
2023$1,688 per active participant
2022$1,676 per active participant

Conti-Causeway Ford Lincoln Mercury Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20244
WITHUMSMITH+BROWN, PC · Accounting / audit$16,000
EMPOWER ADVISORY GROUP, LLC · Investment management$2,685
UBS FINANCIAL SVCS INS AGCY INCindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$24,446 · 0.16%
2023$14,915 · 0.12%
2022$10,614 · 0.09%
Similar plansRetail Trade · New Jersey
Ippc Inc NJ$18.0M · 0.37%
Ramsey Auto Group NJ$17.9M · 0.51%
Pine Belt Automotive, Inc. NJ$15.8M · 0.02%
Sunrise Shoprite, Inc. NJ$15.7M · 0.18%
Pierre Fabre USA NJ$15.2M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 210729170 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.