Plan Ledger DOL Form 5500 · updated monthly

Dick Devoe Buick-Cadillac, Inc.401(k)

DEVOE AUTOMOTIVE 401(K) SALARY SAVINGS PLAN · NAPLES, FL · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Dick Devoe Buick-Cadillac, Inc. reported $34,777 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $822 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 0.18% 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 1,651st-largest of 3,644 plans among Florida employers on file, and the 2,379th of 5,215 in retail trade. In 2024, employees put in $5.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,347,296
Participants with balances151
Active participants163
Employer contributions$134,007
Employee contributions$718,805
Employer contribution per active participant$822
Average account balance$75,148
Benefits paid to participants$922,758
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.3M · 151 accts · $134K emplr
2023$10.3M · 144 accts · $133K emplr
2022$9.6M · 155 accts · $153K emplr
Administrative expenses, itemized · 2024
Investment management$34,777
Total administrative$34,777
The Dick Devoe Buick-Cadillac, Inc. 401(k) match · 2024
Employer contribution per active participant$822
Median for plans this size$2,416
2024$822 per active participant
2023$821 per active participant
2022$1,025 per active participant

Dick Devoe Buick-Cadillac, Inc.'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
EVERHART FINANCIAL GROUP INC EVERHA · Investment advisory (plan)$26,461
EMPOWER ADVISORY GROUP, LLC · Investment management$8,316

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$34,777 · 0.32%
2023$29,136 · 0.29%
2022$18,973 · 0.18%
Same employer
Similar plansRetail Trade · Florida
Lokey Oldsmobile, Inc. FL$11.6M · 0.39%
IT Works Marketing, Inc. FL$11.4M · 0.52%
Oxygen Development LLC FL$11.4M · 0.23%
Vera Automotive, Inc. FL$11.2M · 0.47%
Cm Management, Inc. FL$11.2M · 0.39%
Paradies Gifts, Inc. FL$11.1M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351051129 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.