Plan Ledger DOL Form 5500 · updated monthly

Coughlin Chevrolet Inc.401(k)

COUGHLIN AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN · PATASKALA, OH · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

Coughlin Chevrolet Inc. reported $113,984 in plan administrative expenses for 2024: 0.68% of average plan assets, higher than ~90% of peers. Employer contributions averaged $564 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 3 years on file its reported administrative ratio has held roughly steady near 0.68%. 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 1,385th-largest of 3,295 plans among Ohio employers on file, and the 1,548th of 5,215 in retail trade. In 2024, employees put in $7.37 for every $1.00 the employer contributed; active participation has grown from 492 to 576 since 2022.

Plan summary
Net assets, end of year$18,864,042
Participants with balances410
Active participants576
Employer contributions$324,918
Employee contributions$2,396,150
Employer contribution per active participant$564
Average account balance$46,010
Benefits paid to participants$819,308
Plan auditUnmodified (clean) audit opinion
AuditorBRADY WARE
Plan history3
Yearassets · accounts · employer contribution
2024$18.9M · 410 accts · $325K emplr
2023$14.8M · 363 accts · $340K emplr
2022$10.9M · 319 accts · $256K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$113,984
Total administrative$113,984
The Coughlin Chevrolet Inc. 401(k) match · 2024
Employer contribution per active participant$564
Median for plans this size$2,416
2024$564 per active participant
2023$563 per active participant
2022$519 per active participant

Coughlin Chevrolet Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
JOHN HANCOCK LIFE INSURANCE COMPANY · Investment advisory (participants) · Investment advisory (plan)$113,984

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$113,984 · 0.68%
2023$79,911 · 0.62%
2022$70,883 · 0.66%
Same employer
Similar plansRetail Trade · Ohio
Legacy Farmers Cooperative OH$19.3M · 0.37%
Sunnyside Automotive, Inc. OH$19.2M · 0.44%
Dorothy Lane Market, Inc OH$19.2M · 0.33%
Fresh Encounter, Inc. OH$18.3M · 0.22%
Universal Screen Arts, Inc. OH$17.7M · 0.13%
Beechmont Investments, Inc. OH$17.5M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311334952 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.