Plan Ledger DOL Form 5500 · updated monthly

Dellenbach Chevrolet, Inc.401(k)

DELLENBACH CHEVROLET 401(K) PLAN · FORT COLLINS, CO · plan year 2023

Reported admin expense ratio · 2023
0.28%

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

Dellenbach Chevrolet, Inc. reported $34,804 in plan administrative expenses for 2023: 0.28% of average plan assets, above the peer median. Employer contributions averaged $2,009 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 0.24% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other retail trade employers. By assets it is the 687th-largest of 1,461 plans among Colorado employers on file, and the 2,088th of 5,215 in retail trade. In 2023, employees put in $1.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,312,718
Participants with balances116
Active participants112
Employer contributions$225,048
Employee contributions$443,198
Employer contribution per active participant$2,009
Average account balance$114,765
Benefits paid to participants$1,043,692
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.9M · 98 accts · $199K emplr
2023$13.3M · 116 accts · $225K emplr
2022$11.7M · 110 accts · $223K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$31,294
Investment management$2,470
Total administrative$34,804
The Dellenbach Chevrolet, Inc. 401(k) match · 2023
Employer contribution per active participant$2,009
Median for plans this size$2,440
2024$1,861 per active participant
2023$2,009 per active participant
2022$1,892 per active participant

Dellenbach Chevrolet, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
JOHN HANCOCK USA · Recordkeeping · Investment management$1,219
WILSHIRE ASSOCIATES · Investment advisory (participants)$2,470

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$43,889 · 0.34%
2023$34,804 · 0.28%
2022$29,725 · 0.24%
Similar plansRetail Trade · Colorado
David C Cook CO$24.7M · 0.28%
All Copy Products, Inc. CO$22.9M · 0.44%
Christy Sports, LLC CO$18.9M · 0.75%
Arc Thrift Stores CO$17.6M · 0.67%
O'Meara Ford Center, Inc. CO$12.6M · 0.13%
The Cigarette Store LLC CO$12.1M · 0.08%
Gevo, Inc. CO$11.7M · 0.44%
Markley Motors, Inc. CO$10.8M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840610905 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.