Plan Ledger DOL Form 5500 · updated monthly

Coulter Cadillac, Inc.401(k)

COULTER AFFILIATES 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Coulter Cadillac, Inc. reported $77,963 in plan administrative expenses for 2024: 0.60% of average plan assets, higher than ~75% of peers. Employer contributions averaged $482 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 0.60%. 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 464th-largest of 1,285 plans among Arizona employers on file, and the 2,025th of 5,215 in retail trade. In 2024, employees put in $6.15 for every $1.00 the employer contributed; active participation has grown from 266 to 374 since 2022.

Plan summary
Net assets, end of year$13,929,715
Participants with balances328
Active participants374
Employer contributions$180,269
Employee contributions$1,108,279
Employer contribution per active participant$482
Average account balance$42,469
Benefits paid to participants$1,273,352
Plan auditUnmodified (clean) audit opinion
AuditorSCHUMANN, ADRIANO & COMPANY PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$13.9M · 328 accts · $180K emplr
2023$12.2M · 315 accts · $186K emplr
2022$11.0M · 301 accts · $175K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,517
Investment management$34,071
Total administrative$77,963
The Coulter Cadillac, Inc. 401(k) match · 2024
Employer contribution per active participant$482
Median for plans this size$2,416
2024$482 per active participant
2023$675 per active participant
2022$658 per active participant

Coulter Cadillac, 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$34,517
CAPFINANCIAL PARTNERS LLC · Investment advisory (participants) · Investment advisory (plan)$34,071
PIETZSCH, BONNETT & WOMACK, P.A. · Legal$8,259

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$77,963 · 0.60%
2023$68,797 · 0.59%
2022$69,267 · 0.59%
Same employer
Similar plansRetail Trade · Arizona
Sands Motor Company AZ$17.5M · 0.30%
Stateserv Medical LLC AZ$17.5M · 0.04%
Duncan & Son Lines, Inc. AZ$16.3M · 1.14%
Frontier Technology, LLC AZ$14.0M · 0.45%
Ers Investments, LLC AZ$12.7M · 1.18%
Route 66 Motorsports, LLC AZ$12.6M · 0.81%
Western Tire Centers, Inc. AZ$12.2M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860081209 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.