Plan Ledger DOL Form 5500 · updated monthly

Criswell Chevrolet Inc.401(k)

CRISWELL AUTOMOTIVE 401(K) PLAN · GAITHERSBURG, MD · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Criswell Chevrolet Inc. reported $132,301 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $581 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 fell from 0.56% to 0.50%. 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 478th-largest of 1,671 plans among Maryland employers on file, and the 1,063rd of 5,215 in retail trade. In 2024, employees put in $10.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,135,938
Participants with balances559
Active participants344
Employer contributions$200,000
Employee contributions$2,021,941
Employer contribution per active participant$581
Average account balance$52,122
Benefits paid to participants$1,086,552
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.1M · 559 accts · $200K emplr
2023$23.6M · 519 accts · $200K emplr
2022$19.7M · 493 accts · $148K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,201
Investment management$55,100
Total administrative$132,301
The Criswell Chevrolet Inc. 401(k) match · 2024
Employer contribution per active participant$581
Median for plans this size$2,416
2024$581 per active participant
2023$580 per active participant
2022$449 per active participant

Criswell 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 · 20243
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$77,201
EDWARD D JONES & COMPANY · Consulting · Investment advisory (plan)$49,956
MESIROW FINANCIAL, INC. · Consulting · Investment advisory (plan)$5,144

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$132,301 · 0.50%
2023$119,371 · 0.55%
2022$118,260 · 0.56%
Same employer
Similar plansRetail Trade · Maryland
The Pete Store, LLC MD$35.6M · 0.26%
Two Farms Inc. MD$32.7M · 0.35%
Moi, Inc. MD$28.1M · 0.34%
Ourisman Chevrolet Co. Inc. MD$27.0M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 520950184 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.