Plan Ledger DOL Form 5500 · updated monthly

Currie/Curfin Motors401(k)

CURRIE/CURFIN MOTORS 401(K) PLAN · FOREST PARK, IL · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Currie/Curfin Motors reported $87,917 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $1,389 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 0.28% to 0.32%. 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 1,319th-largest of 3,702 plans among Illinois employers on file, and the 1,032nd of 5,215 in retail trade. In 2024, employees put in $4.33 for every $1.00 the employer contributed; active participation has grown from 220 to 243 since 2022.

Plan summary
Net assets, end of year$29,906,112
Participants with balances388
Active participants243
Employer contributions$337,472
Employee contributions$1,460,255
Employer contribution per active participant$1,389
Average account balance$77,078
Benefits paid to participants$1,328,743
Plan auditUnmodified (clean) audit opinion
AuditorLIPSCHULTZ, LEVIN & GRAY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$29.9M · 388 accts · $337K emplr
2023$24.7M · 349 accts · $252K emplr
2022$20.7M · 322 accts · $236K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,739
Investment management$48,178
Total administrative$87,917
The Currie/Curfin Motors 401(k) match · 2024
Employer contribution per active participant$1,389
Median for plans this size$2,416
2024$1,389 per active participant
2023$1,035 per active participant
2022$1,071 per active participant

Currie/Curfin Motors's 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$39,786
GREY INVESTMENT PLANNING CORP · Consulting · Investment advisory (plan)$48,178

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$87,917 · 0.32%
2023$65,877 · 0.29%
2022$65,114 · 0.28%
Same employer
Similar plansRetail Trade · Illinois
Schaumburg Toyota, Inc. IL$33.7M · 0.02%
McGrath-Colosimo, LTD. IL$31.8M · 0.25%
Prairie State Tractor LLC IL$31.3M · 0.35%
Karl Knauz Motors, Inc. IL$30.9M · 0.00%
Uftring Chevrolet, Inc. IL$26.6M · 0.45%
School Health Corporation IL$26.4M · 0.35%
Graham Enterprise, Inc. IL$26.1M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363315979 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.