Plan Ledger DOL Form 5500 · updated monthly

Del Grande Dealer Group401(k)

DEL GRANDE DEALER GROUP 401K PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Del Grande Dealer Group reported $151,930 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $623 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 0.54% to 0.37%. 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 1,972nd-largest of 9,483 plans among California employers on file, and the 730th of 5,215 in retail trade. In 2024, employees put in $8.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$43,791,068
Participants with balances1,332
Active participants1,048
Employer contributions$652,679
Employee contributions$5,270,937
Employer contribution per active participant$623
Average account balance$32,876
Benefits paid to participants$5,525,581
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$43.8M · 1,332 accts · $653K emplr
2023$37.9M · 1,261 accts · $924K emplr
2022$28.5M · 1,213 accts · $862K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$104,655
Investment management$28,775
Audit (IQPA)$18,500
Total administrative$151,930
The Del Grande Dealer Group 401(k) match · 2024
Employer contribution per active participant$623
Median for plans this size$2,416
2024$623 per active participant
2023$899 per active participant
2022$878 per active participant

Del Grande Dealer Group'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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$104,655
SILICON VALLEY RETIREMENT SERVICES · Investment advisory (plan)$28,775
FORVIS MAZARS, LLP · Accounting / audit$18,500

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$151,930 · 0.37%
2023$159,429 · 0.48%
2022$161,684 · 0.54%
Same employer
Similar plansRetail Trade · California
Bristol Farms, Inc. CA$46.6M · 0.45%
Boot Barn, Inc. CA$46.2M · 0.33%
Valence Media, LLC. CA$44.4M · 0.35%
A-Z Bus Sales, Inc. CA$44.3M · 0.12%
Pivot Interiors, Inc. CA$42.2M · 0.11%
Hot Topic, Inc. CA$41.9M · 0.54%
Ruggeri-Jensen-Azar CA$41.3M · 0.32%
Altern Marketing, LLC CA$40.9M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770507523 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.