Plan Ledger DOL Form 5500 · updated monthly

Daniel Martin, Inc. dba Wilkie Lexus401(k)

WILKIE LEXUS 401K PROFIT SHARING PLAN · HAVERFORD, PA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Daniel Martin, Inc. dba Wilkie Lexus reported $11,798 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,002 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 0.12% to 0.07%. 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 1,628th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,605th of 5,215 in retail trade. In 2024, employees put in $1.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,161,135
Participants with balances167
Active participants140
Employer contributions$420,224
Employee contributions$640,712
Employer contribution per active participant$3,002
Average account balance$108,749
Benefits paid to participants$1,410,692
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.2M · 167 accts · $420K emplr
2023$16.7M · 170 accts · $441K emplr
2022$13.7M · 172 accts · $398K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,798
Total administrative$11,798
The Daniel Martin, Inc. dba Wilkie Lexus 401(k) match · 2024
Employer contribution per active participant$3,002
Median for plans this size$2,416
2024$3,002 per active participant
2023$3,242 per active participant
2022$2,881 per active participant

Daniel Martin, Inc. dba Wilkie Lexus's 2024 employer contribution ran above 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 · 20243
NATIONWIDE · Loan processing · Custodial$25,735
DELAWARE VALLEY RETIREMENT, INC. · Plan administrator · Recordkeeping$9,929
MML INVESTORS SERVICES, LLC · Investment advisory (participants)$22,220

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

Recordkeeper by year2
2024DELAWARE VALLEY RETIREMENT, INC., Nationwide
2023DELAWARE VALLEY RETIREMENT, INC., Nationwide

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Administrative cost history3
2024$11,798 · 0.07%
2023$100,185 · 0.66%
2022$18,084 · 0.12%
Same employer
Similar plansRetail Trade · Pennsylvania
Sloane Automotive Group PA$18.8M · 0.47%
Allen Imports, LTD., Inc. PA$18.5M · 0.46%
Diehl Management, Inc. PA$18.3M · 0.51%
Goods Store, Inc. PA$17.7M · 0.01%
Levin Furniture, LLC PA$17.7M · 0.47%
Motor Truck Equipment Co. PA$17.5M · 0.53%
New RUE21, LLC PA$17.5M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232565019 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.