Plan Ledger DOL Form 5500 · updated monthly

Drj Investments, Inc. D/B/A Don401(k)

DON JENKINS AUTO GROUP 401(K) PLAN · OCALA, FL · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

Drj Investments, Inc. D/B/A Don reported $110,104 in plan administrative expenses for 2024: 0.70% of average plan assets, higher than ~90% of peers. Employer contributions averaged $59 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 fell from 0.74% to 0.70%. 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 1,267th-largest of 3,644 plans among Florida employers on file, and the 1,729th of 5,215 in retail trade. In 2024, employees put in $37.66 for every $1.00 the employer contributed; active participation has grown from 872 to 1,246 since 2022.

Plan summary
Net assets, end of year$16,807,874
Participants with balances488
Active participants1,246
Employer contributions$73,789
Employee contributions$2,778,549
Employer contribution per active participant$59
Average account balance$34,442
Benefits paid to participants$2,449,148
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$16.8M · 488 accts · $74K emplr
2023$14.6M · 401 accts · $69K emplr
2022$10.9M · 373 accts · $74K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,896
Investment management$83,208
Total administrative$110,104
The Drj Investments, Inc. D/B/A Don 401(k) match · 2024
Employer contribution per active participant$59
Median for plans this size$2,416
2024$59 per active participant
2023$68 per active participant
2022$85 per active participant

Drj Investments, Inc. D/B/A Don'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
ADP, INC. · Loan processing · Recordkeeping$77,074
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$33,029
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, Bank of America / Merrill
2023ADP, Bank of America / Merrill

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

Administrative cost history3
2024$110,104 · 0.70%
2023$95,235 · 0.75%
2022$81,196 · 0.74%
Similar plansRetail Trade · Florida
Acorn Stairlifts, Inc FL$17.5M · 0.57%
Curant Inc FL$17.1M · 0.04%
Tom Nehl Truck Company FL$16.9M · 0.19%
Bartow Ford Co. FL$15.8M · 0.19%
Fresco Retail Group LLC FL$15.7M · 0.35%
Great Healthworks, Inc. FL$15.6M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201193248 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.