Plan Ledger DOL Form 5500 · updated monthly

Cs Toy Automotive LLC dba Mark Jacobson Toyota401(k)

MARK JACOBSON TOYOTA 401(K) PROFIT SHARING PLAN · DURHAM, NC · plan year 2023

Reported admin expense ratio · 2023
0.11%

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

Cs Toy Automotive LLC dba Mark Jacobson Toyota reported $6,029 in plan administrative expenses for 2023: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $562 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 0.05% to 0.32%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in North Carolina (1,395th of 2,005), and 3,570th of 5,215 in retail trade. In 2023, employees put in $5.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,694,811
Participants with balances115
Active participants180
Employer contributions$101,136
Employee contributions$604,204
Employer contribution per active participant$562
Average account balance$49,520
Benefits paid to participants$1,347,974
Plan auditUnmodified (clean) audit opinion
AuditorWILLIAMS OVERMAN PIERCE
Plan history3
Yearassets · accounts · employer contribution
2024$5.7M · 220 accts · $137K emplr
2023$5.7M · 115 accts · $101K emplr
2022$5.5M · 111 accts · $90K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$5,609
Total administrative$6,029
The Cs Toy Automotive LLC dba Mark Jacobson Toyota 401(k) match · 2023
Employer contribution per active participant$562
Median for plans this size$1,308
2024$802 per active participant
2023$562 per active participant
2022$531 per active participant

Cs Toy Automotive LLC dba Mark Jacobson Toyota's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231

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$18,264 · 0.32%
2023$6,029 · 0.11%
2022$2,832 · 0.05%
Same employer
Similar plansRetail Trade · North Carolina
Hunter Corporation NC$5.8M · 0.95%
Office Environments, Inc. NC$5.4M · 0.40%
Everett Chevrolet, Inc. NC$5.3M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 853416634 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.