Plan Ledger DOL Form 5500 · updated monthly

Courtesy Auto Group401(k)

COURTESY AUTO GROUP 401(K) RETIREMENT PLAN · LITTLETON, CO · plan year 2022

Reported admin expense ratio · 2022
0.22%

Courtesy Auto Group reported $18,303 in plan administrative expenses for 2022: 0.22% 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 Colorado (939th of 1,461), and 3,296th of 5,215 in retail trade.

Plan summary
Net assets, end of year$6,794,972
Participants with balances71
Active participants159
Employer contributions—
Employee contributions$263,180
Employer contribution per active participant—
Average account balance$95,704
Benefits paid to participants$990,391
Plan auditUnmodified (clean) audit opinion
AuditorWATSON COON RYAN, LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$18,303
Total administrative$18,303
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$18,303 · 0.22%
Same employer
Similar plansRetail Trade · Colorado
Heuberger Motors, Inc. CO$7.7M · 0.83%
Johnson Auto Sales, Inc. CO$7.4M · 0.72%
Big R Holdings, Inc. CO$6.5M · 1.18%
Sill-Terhar Motors, Inc. CO$6.3M · 0.25%
Source Management, Inc. CO$6.3M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841058308 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.