Plan Ledger DOL Form 5500 · updated monthly

Don Davis Auto Group, Inc.401(k)

DON DAVIS AUTO GROUP, INC. 401(K) PROFIT SHARING PLAN · ARLINGTON, TX · plan year 2023

Reported admin expense ratio · 2023
0.60%

Don Davis Auto Group, Inc. reported $59,734 in plan administrative expenses for 2023: 0.60% of average plan assets, above the peer median. 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 1 year on file its reported administrative ratio rose from 0.55% to 0.60%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (2,975th of 5,688), and the 2,514th of 5,215 in retail trade.

Plan summary
Net assets, end of year$10,647,314
Participants with balances276
Active participants242
Employer contributions—
Employee contributions$917,895
Employer contribution per active participant—
Average account balance$38,577
Benefits paid to participants$1,162,446
Plan auditUnmodified (clean) audit opinion
AuditorGREEN & MILLER PC
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$10.6M · 276 accts
2022$9.3M · 270 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$49,121
Investment management$10,613
Total administrative$59,734
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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$49,121
USI ADVISORS, INC. · Investment advisory (plan)$10,613

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

Administrative cost history3
2024Not separately reported
2023$59,734 · 0.60%
2022$56,112 · 0.55%
Similar plansRetail Trade · Texas
Alixarx, LLC TX$10.9M · 0.14%
2020 Companies, Inc. TX$10.9M · 0.89%
McRee Ford, Inc. TX$10.7M · 0.57%
Russell & Smith Ford, Inc. TX$10.1M · 0.41%
Orr, Inc. TX$10.1M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752312443 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.