Plan Ledger DOL Form 5500 · updated monthly

Ed Martin East, Inc.401(k)

ED MARTIN AUTO GROUP 401(K) PROFIT SHARING PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Ed Martin East, Inc. reported $53,061 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $4,267 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 0.16%. 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 379th-largest of 1,562 plans among Indiana employers on file, and the 902nd of 5,215 in retail trade. In 2024, the employer put in $3.53 for every $1.00 employees contributed themselves; active participation has grown from 578 to 664 since 2022.

Plan summary
Net assets, end of year$34,968,953
Participants with balances334
Active participants664
Employer contributions$2,833,506
Employee contributions$801,597
Employer contribution per active participant$4,267
Average account balance$104,697
Benefits paid to participants$2,823,297
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.0M · 334 accts · $2.8M emplr
2023$29.8M · 320 accts · $698K emplr
2022$24.4M · 315 accts · $699K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,418
Investment management$45,643
Total administrative$53,061
The Ed Martin East, Inc. 401(k) match · 2024
Employer contribution per active participant$4,267
Median for plans this size$2,416
2024$4,267 per active participant
2023$1,054 per active participant
2022$1,209 per active participant

Ed Martin East, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
NORWOOD ECONOMICS, INC. · Investment advisory (plan)$45,645
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$7,418

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$53,061 · 0.16%
2023$47,284 · 0.17%
2022$43,521 · 0.17%
Similar plansRetail Trade · Indiana
Gardens Alive Inc. IN$41.9M · 0.49%
Palmer Trucks, Inc. IN$39.7M · 0.39%
D-Patrick, Inc. IN$26.6M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351591878 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.