Plan Ledger DOL Form 5500 · updated monthly

Dick Dewese Chevrolet Inc. dba Tom Bell Chevrolet401(k)

TOM BELL GROUP 401(K) RETIREMENT PLAN · REDLANDS, CA · plan year 2024

Reported admin expense ratio · 2024
1.04%

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

Dick Dewese Chevrolet Inc. dba Tom Bell Chevrolet reported $117,132 in plan administrative expenses for 2024: 1.04% of average plan assets, higher than ~90% of peers. Employer contributions averaged $402 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 3 years on file its reported administrative ratio has held roughly steady near 1.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (4,950th of 9,483), and the 1,475th of 3,341 in other services. In 2024, employees put in $10.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,094,056
Participants with balances378
Active participants362
Employer contributions$145,386
Employee contributions$1,504,874
Employer contribution per active participant$402
Average account balance$31,995
Benefits paid to participants$1,402,605
Plan auditUnmodified (clean) audit opinion
AuditorARNOLD J. CREEKMORE & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$12.1M · 378 accts · $145K emplr
2023$10.4M · 379 accts · $147K emplr
2022$7.8M · 341 accts · $104K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,246
Investment management$51,886
Total administrative$117,132
The Dick Dewese Chevrolet Inc. dba Tom Bell Chevrolet 401(k) match · 2024
Employer contribution per active participant$402
Median for plans this size$2,416
2024$402 per active participant
2023$395 per active participant
2022$296 per active participant

Dick Dewese Chevrolet Inc. dba Tom Bell Chevrolet'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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$65,246
NFP RETIREMENT INC · Investment advisory (plan)$51,886

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$117,132 · 1.04%
2023$95,417 · 1.04%
2022$88,392 · 1.08%
Similar plansOther Services · California
Coit Services, Inc. CA$12.5M · 0.70%
Civicactions, Inc. CA$12.3M · 0.06%
Abilitypath CA$12.1M · 0.08%
Progress Foundation CA$11.9M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 640607960 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.