Plan Ledger DOL Form 5500 · updated monthly

Don Sanderson Ford, Inc.401(k)

DON SANDERSON FORD, INC. 401(K) PLAN · GLENDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Don Sanderson Ford, Inc. reported $121,798 in plan administrative expenses for 2024: 0.62% of average plan assets, higher than ~75% of peers. Employer contributions averaged $438 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 0.42% to 0.62%. 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 360th-largest of 1,285 plans among Arizona employers on file, and the 1,416th of 5,215 in retail trade. In 2024, employees put in $10.05 for every $1.00 the employer contributed; active participation has grown from 428 to 508 since 2022.

Plan summary
Net assets, end of year$20,721,217
Participants with balances498
Active participants508
Employer contributions$222,717
Employee contributions$2,238,179
Employer contribution per active participant$438
Average account balance$41,609
Benefits paid to participants$2,479,906
Plan auditUnmodified (clean) audit opinion
AuditorEIDE BAILEY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$20.7M · 498 accts · $223K emplr
2023$18.5M · 497 accts · $266K emplr
2022$15.2M · 468 accts · $255K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$61,659
Investment management$60,139
Total administrative$121,798
The Don Sanderson Ford, Inc. 401(k) match · 2024
Employer contribution per active participant$438
Median for plans this size$2,416
2024$438 per active participant
2023$583 per active participant
2022$595 per active participant

Don Sanderson Ford, 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 · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$61,659
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$35,734
ALERA INVESTMENT ADVISORS LLC · Investment advisory (plan)$12,777
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$11,628

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$121,798 · 0.62%
2023$92,899 · 0.55%
2022$71,216 · 0.42%
Same employer
Similar plansRetail Trade · Arizona
Bell Ford, Inc. AZ$39.3M · 0.05%
Rwc International, LTD. AZ$37.1M · 0.51%
Autofocus, Inc. AZ$27.7M · 0.34%
Plexus Worldwide, LLC AZ$26.0M · 0.43%
Royal Speedway, Inc. AZ$20.1M · 0.64%
Courtesy Chevrolet AZ$19.6M · 1.60%
Copenhagen Imports, Inc. AZ$18.7M · 0.01%
Ceh Automotive Corp. AZ$18.1M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860123699 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.